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 | $172,790 | $138,347+24.9% | $184,203-6.2% | $80,856+113.7% |
| Participation rate | 78.1% | 83.9%-5.7pp | 86.8%-8.7pp | 67.6%+10.5pp |
| Annual return | 16.00% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,319 | $4,850-10.9% | $6,427-32.8% | $2,755+56.8% |
| Participant deferral / active EE | $7,286 | $7,071+3.0% | $9,131-20.2% | $4,296+69.6% |
| Admin fee / account holder | $8,777 | $10,483-16.3% | $13,901-36.9% | $6,918+26.9% |