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 | $238,519 | $215,361+10.8% | $171,082+39.4% | $273,961-12.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 10.27% | 25.14%-14.9pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,894 | $4,967-21.6% | $4,002-2.7% | $4,869-20.0% |
| Participant deferral / active EE | $11,833 | $5,543+113.5% | $4,797+146.7% | $5,287+123.8% |
| Admin fee / account holder | $2,849 | $10,846-73.7% | $8,520-66.6% | $10,132-71.9% |