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 | $146,267+65.8% | $197,124+23.0% | $82,448+194.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 24.55% | 29.61%-5.1pp | 44.34%-19.8pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,770 | $4,723-41.3% | $6,227-55.5% | $2,551+8.6% |
| Participant deferral / active EE | $7,067 | $7,035+0.5% | $9,135-22.6% | $4,139+70.7% |
| Admin fee / account holder | $14,633 | $14,422+1.5% | $16,298-10.2% | $7,234+102.3% |