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 | $180,921 | $148,978+21.4% | $200,582-9.8% | $84,808+113.3% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 13.85% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,498 | $4,815-27.4% | $6,419-45.5% | $2,631+33.0% |
| Participant deferral / active EE | $6,766 | $7,142-5.3% | $9,331-27.5% | $4,212+60.7% |
| Admin fee / account holder | $8,048 | $13,977-42.4% | $16,305-50.6% | $7,344+9.6% |