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 | $179,993 | $146,267+23.1% | $197,124-8.7% | $82,448+118.3% |
| Participation rate | 84.3% | 84.0%+0.3pp | 86.7%-2.4pp | 68.1%+16.2pp |
| Annual return | 14.92% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,465 | $4,723-5.5% | $6,227-28.3% | $2,551+75.0% |
| Participant deferral / active EE | $12,093 | $7,035+71.9% | $9,135+32.4% | $4,139+192.2% |
| Admin fee / account holder | $6,154 | $14,422-57.3% | $16,298-62.2% | $7,234-14.9% |