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 | $143,378 | $109,881+30.5% | $150,045-4.4% | $84,808+69.1% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 19.26% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,562 | $3,561-28.1% | $4,693-45.4% | $2,631-2.6% |
| Participant deferral / active EE | $8,676 | $6,636+30.7% | $7,997+8.5% | $4,212+106.0% |
| Admin fee / account holder | $8,379 | $8,568-2.2% | $13,435-37.6% | $7,344+14.1% |