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 | $167,226 | $215,361-22.4% | $171,082-2.3% | $273,961-39.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 5.39% | 25.14%-19.7pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,767 | $4,967-64.4% | $4,002-55.8% | $4,869-63.7% |
| Participant deferral / active EE | $6,966 | $5,543+25.7% | $4,797+45.2% | $5,287+31.7% |
| Admin fee / account holder | $6,183 | $10,846-43.0% | $8,520-27.4% | $10,132-39.0% |