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 | $211,289 | $148,978+41.8% | $200,582+5.3% | $84,808+149.1% |
| Participation rate | 76.5% | 84.2%-7.8pp | 86.9%-10.4pp | 68.3%+8.2pp |
| Annual return | 20.11% | 28.16%-8.1pp | 42.33%-22.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,890 | $4,815-60.7% | $6,419-70.6% | $2,631-28.2% |
| Participant deferral / active EE | $6,502 | $7,142-9.0% | $9,331-30.3% | $4,212+54.4% |
| Admin fee / account holder | $6,142 | $13,977-56.1% | $16,305-62.3% | $7,344-16.4% |