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 | $193,925 | $148,978+30.2% | $200,582-3.3% | $84,808+128.7% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 15.18% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,363 | $4,815+11.4% | $6,419-16.4% | $2,631+103.9% |
| Participant deferral / active EE | $6,298 | $7,142-11.8% | $9,331-32.5% | $4,212+49.5% |
| Admin fee / account holder | $4,556 | $13,977-67.4% | $16,305-72.1% | $7,344-38.0% |