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 | $201,490 | $148,978+35.2% | $200,582+0.5% | $84,808+137.6% |
| Participation rate | 88.6% | 84.2%+4.3pp | 86.9%+1.7pp | 68.3%+20.3pp |
| Annual return | 13.27% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,651 | $4,815+38.1% | $6,419+3.6% | $2,631+152.8% |
| Participant deferral / active EE | $8,580 | $7,142+20.1% | $9,331-8.1% | $4,212+103.7% |
| Admin fee / account holder | $10,365 | $13,977-25.8% | $16,305-36.4% | $7,344+41.1% |