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 | $172,505 | $123,793+39.3% | $177,821-3.0% | $79,858+116.0% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 17.96% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,126 | $4,095+0.7% | $5,918-30.3% | $2,471+67.0% |
| Participant deferral / active EE | $5,921 | $5,956-0.6% | $7,714-23.2% | $3,740+58.3% |
| Admin fee / account holder | $5,036 | $7,243-30.5% | $12,427-59.5% | $5,306-5.1% |