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 | $192,374 | $185,822+3.5% | $169,993+13.2% | $139,434+38.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.81% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,488 | $7,590-54.0% | $6,785-48.6% | $4,751-26.6% |
| Participant deferral / active EE | $10,333 | $11,622-11.1% | $10,408-0.7% | $6,710+54.0% |
| Admin fee / account holder | $9,353 | $15,381-39.2% | $12,815-27.0% | $11,403-18.0% |