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 | $149,851 | $109,881+36.4% | $150,045-0.1% | $84,808+76.7% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 25.15% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $3,331 | $3,561-6.5% | $4,693-29.0% | $2,631+26.6% |
| Participant deferral / active EE | $6,478 | $6,636-2.4% | $7,997-19.0% | $4,212+53.8% |
| Admin fee / account holder | $1,665 | $8,568-80.6% | $13,435-87.6% | $7,344-77.3% |