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 | $212,873 | $86,929+144.9% | $102,423+107.8% | $80,856+163.3% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 17.63% | 18.88%-1.2pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,528 | $2,369+6.7% | $3,023-16.4% | $2,755-8.2% |
| Participant deferral / active EE | $5,338 | $4,118+29.6% | $5,053+5.6% | $4,296+24.3% |
| Admin fee / account holder | $1,272 | $8,049-84.2% | $9,451-86.5% | $6,918-81.6% |