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 | $209,704 | $148,978+40.8% | $200,582+4.5% | $84,808+147.3% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.4pp | 68.3%+14.2pp |
| Annual return | 15.69% | 28.16%-12.5pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,723 | $4,815-64.2% | $6,419-73.2% | $2,631-34.5% |
| Participant deferral / active EE | $8,385 | $7,142+17.4% | $9,331-10.1% | $4,212+99.1% |
| Admin fee / account holder | $31,962 | $13,977+128.7% | $16,305+96.0% | $7,344+335.2% |