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 | $163,635 | $139,421+17.4% | $239,577-31.7% | $116,462+40.5% |
| Participation rate | 75.8% | 75.0%+0.8pp | 82.1%-6.3pp | 74.7%+1.1pp |
| Annual return | 14.36% | 15.58%-1.2pp | -0.70%+15.1pp | 15.65%-1.3pp |
| Employer contribution / active EE | $4,565 | $4,487+1.7% | $7,232-36.9% | $3,231+41.3% |
| Participant deferral / active EE | $9,103 | $4,296+111.9% | $5,676+60.4% | $3,836+137.3% |
| Admin fee / account holder | $11,153 | $21,515-48.2% | $19,315-42.3% | $12,754-12.5% |