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 | $188,190 | $148,978+26.3% | $200,582-6.2% | $84,808+121.9% |
| Participation rate | 88.0% | 84.2%+3.7pp | 86.9%+1.1pp | 68.3%+19.6pp |
| Annual return | 15.32% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,786 | $4,815-42.1% | $6,419-56.6% | $2,631+5.9% |
| Participant deferral / active EE | $6,338 | $7,142-11.3% | $9,331-32.1% | $4,212+50.5% |
| Admin fee / account holder | $17,554 | $13,977+25.6% | $16,305+7.7% | $7,344+139.0% |