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 | $191,096 | $96,557+97.9% | $80,975+136.0% | $273,961-30.2% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 9.65% | 15.14%-5.5pp | 17.10%-7.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,126 | $4,868-35.8% | $3,714-15.9% | $4,869-35.8% |
| Participant deferral / active EE | $7,357 | $6,598+11.5% | $5,696+29.1% | $5,287+39.1% |
| Admin fee / account holder | $5,237 | $7,492-30.1% | $5,516-5.0% | $10,132-48.3% |