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 | $189,970 | $148,978+27.5% | $200,582-5.3% | $84,808+124.0% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 13.30% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,180 | $4,815-34.0% | $6,419-50.5% | $2,631+20.8% |
| Participant deferral / active EE | $4,335 | $7,142-39.3% | $9,331-53.5% | $4,212+2.9% |
| Admin fee / account holder | $23,883 | $13,977+70.9% | $16,305+46.5% | $7,344+225.2% |