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 | $167,217 | $125,758+33.0% | $169,993-1.6% | $75,163+122.5% |
| Participation rate | 89.7% | 83.6%+6.2pp | 87.0%+2.7pp | 67.2%+22.6pp |
| Annual return | 14.29% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,764 | $4,615-40.1% | $6,785-59.3% | $2,670+3.5% |
| Participant deferral / active EE | $6,362 | $6,837-7.0% | $10,408-38.9% | $4,125+54.2% |
| Admin fee / account holder | $5,309 | $8,173-35.0% | $12,815-58.6% | $5,651-6.0% |