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 | $190,228 | $95,803+98.6% | $113,168+68.1% | $84,808+124.3% |
| Participation rate | 70.9% | 72.9%-2.0pp | 76.6%-5.7pp | 68.3%+2.6pp |
| Annual return | 15.72% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,241 | $2,360-5.1% | $2,975-24.7% | $2,631-14.8% |
| Participant deferral / active EE | $7,874 | $4,242+85.6% | $5,107+54.2% | $4,212+87.0% |
| Admin fee / account holder | $10,629 | $8,989+18.2% | $12,068-11.9% | $7,344+44.7% |