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 | $216,484 | $148,978+45.3% | $200,582+7.9% | $84,808+155.3% |
| Participation rate | 83.8% | 84.2%-0.4pp | 86.9%-3.1pp | 68.3%+15.5pp |
| Annual return | 19.33% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,665 | $4,815-44.6% | $6,419-58.5% | $2,631+1.3% |
| Participant deferral / active EE | $13,410 | $7,142+87.8% | $9,331+43.7% | $4,212+218.4% |
| Admin fee / account holder | $1,430 | $13,977-89.8% | $16,305-91.2% | $7,344-80.5% |