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 | $176,752 | $215,361-17.9% | $171,082+3.3% | $273,961-35.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 3.34% | 25.14%-21.8pp | 32.56%-29.2pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,535 | $4,967-69.1% | $4,002-61.6% | $4,869-68.5% |
| Participant deferral / active EE | $5,468 | $5,543-1.4% | $4,797+14.0% | $5,287+3.4% |
| Admin fee / account holder | $5,743 | $10,846-47.1% | $8,520-32.6% | $10,132-43.3% |