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 | $233,455 | $181,894+28.3% | $156,549+49.1% | $273,961-14.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.16% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,378 | $6,248-61.9% | $5,501-56.8% | $4,869-51.2% |
| Participant deferral / active EE | $3,645 | $5,550-34.3% | $4,871-25.2% | $5,287-31.1% |
| Admin fee / account holder | $15,760 | $15,559+1.3% | $13,027+21.0% | $10,132+55.6% |