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 | $207,100 | $239,571-13.6% | $183,328+13.0% | $137,256+50.9% |
| Participation rate | 78.3% | 82.4%-4.1pp | 77.3%+0.9pp | 80.0%-1.7pp |
| Annual return | 13.56% | 35.69%-22.1pp | 29.67%-16.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,224 | $6,148-63.8% | $5,055-56.0% | $4,156-46.5% |
| Participant deferral / active EE | $7,751 | $7,995-3.0% | $6,795+14.1% | $6,407+21.0% |
| Admin fee / account holder | $13,593 | $30,059-54.8% | $21,427-36.6% | $12,270+10.8% |