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 | $138,562+18.1% | $246,525-33.6% | $116,875+40.0% |
| Participation rate | 75.8% | 72.8%+3.0pp | 82.0%-6.1pp | 74.5%+1.3pp |
| Annual return | 14.36% | 16.14%-1.8pp | 0.46%+13.9pp | 16.29%-1.9pp |
| Employer contribution / active EE | $4,565 | $4,835-5.6% | $7,467-38.9% | $3,288+38.9% |
| Participant deferral / active EE | $9,103 | $4,207+116.4% | $5,422+67.9% | $3,885+134.3% |
| Admin fee / account holder | $11,153 | $18,110-38.4% | $16,551-32.6% | $12,263-9.0% |