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 | $242,453 | $148,978+62.7% | $200,582+20.9% | $84,808+185.9% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 24.55% | 28.16%-3.6pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,770 | $4,815-42.5% | $6,419-56.8% | $2,631+5.3% |
| Participant deferral / active EE | $7,067 | $7,142-1.1% | $9,331-24.3% | $4,212+67.8% |
| Admin fee / account holder | $14,633 | $13,977+4.7% | $16,305-10.2% | $7,344+99.3% |