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 | $112,787 | $138,347-18.5% | $184,203-38.8% | $80,856+39.5% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 11.21% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,516 | $4,850-6.9% | $6,427-29.7% | $2,755+63.9% |
| Participant deferral / active EE | $4,853 | $7,071-31.4% | $9,131-46.9% | $4,296+13.0% |
| Admin fee / account holder | $2,389 | $10,483-77.2% | $13,901-82.8% | $6,918-65.5% |