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 | $196,010 | $148,534+32.0% | $135,903+44.2% | $139,434+40.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.93% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,685 | $5,243-67.9% | $4,856-65.3% | $4,751-64.5% |
| Participant deferral / active EE | $7,106 | $8,100-12.3% | $7,758-8.4% | $6,710+5.9% |
| Admin fee / account holder | $3,546 | $12,400-71.4% | $10,762-67.0% | $11,403-68.9% |