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 | $185,238 | $138,347+33.9% | $184,203+0.6% | $80,856+129.1% |
| Participation rate | 89.4% | 83.9%+5.5pp | 86.8%+2.6pp | 67.6%+21.8pp |
| Annual return | 20.91% | 20.02%+0.9pp | 28.81%-7.9pp | 35.59%-14.7pp |
| Employer contribution / active EE | $3,953 | $4,850-18.5% | $6,427-38.5% | $2,755+43.5% |
| Participant deferral / active EE | $6,173 | $7,071-12.7% | $9,131-32.4% | $4,296+43.7% |
| Admin fee / account holder | $4,559 | $10,483-56.5% | $13,901-67.2% | $6,918-34.1% |