See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,854 | $123,793+65.5% | $177,821+15.2% | $79,858+156.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 87.7%+2.3pp | 69.6%+20.4pp |
| Annual return | 13.56% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,939 | $4,095-28.2% | $5,918-50.3% | $2,471+19.0% |
| Participant deferral / active EE | $7,479 | $5,956+25.6% | $7,714-3.1% | $3,740+100.0% |
| Admin fee / account holder | $9,320 | $7,243+28.7% | $12,427-25.0% | $5,306+75.6% |