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 | $163,508 | $95,453+71.3% | $112,040+45.9% | $82,448+98.3% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.5%+2.3pp | 68.1%+10.7pp |
| Annual return | 18.78% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,104 | $2,318-9.2% | $2,954-28.8% | $2,551-17.5% |
| Participant deferral / active EE | $4,577 | $4,224+8.4% | $5,098-10.2% | $4,139+10.6% |
| Admin fee / account holder | $2,551 | $9,013-71.7% | $12,098-78.9% | $7,234-64.7% |