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 | $183,815 | $138,347+32.9% | $184,203-0.2% | $80,856+127.3% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.8pp | 67.6%+13.4pp |
| Annual return | 15.73% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,455 | $4,850-49.4% | $6,427-61.8% | $2,755-10.9% |
| Participant deferral / active EE | $8,032 | $7,071+13.6% | $9,131-12.0% | $4,296+87.0% |
| Admin fee / account holder | $1,833 | $10,483-82.5% | $13,901-86.8% | $6,918-73.5% |