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 | $113,055 | $95,803+18.0% | $113,168-0.1% | $84,808+33.3% |
| Participation rate | 73.4% | 72.9%+0.6pp | 76.6%-3.1pp | 68.3%+5.1pp |
| Annual return | 14.54% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,236 | $2,360-5.2% | $2,975-24.8% | $2,631-15.0% |
| Participant deferral / active EE | $4,258 | $4,242+0.4% | $5,107-16.6% | $4,212+1.1% |
| Admin fee / account holder | $5,502 | $8,989-38.8% | $12,068-54.4% | $7,344-25.1% |