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 | $143,143 | $95,453+50.0% | $112,040+27.8% | $82,448+73.6% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.5%+2.2pp | 68.1%+10.7pp |
| Annual return | 13.62% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,999 | $2,318-13.8% | $2,954-32.3% | $2,551-21.6% |
| Participant deferral / active EE | $4,501 | $4,224+6.6% | $5,098-11.7% | $4,139+8.7% |
| Admin fee / account holder | $8,482 | $9,013-5.9% | $12,098-29.9% | $7,234+17.2% |