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 | $217,365 | $138,347+57.1% | $184,203+18.0% | $80,856+168.8% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 15.73% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,312 | $4,850-11.1% | $6,427-32.9% | $2,755+56.5% |
| Participant deferral / active EE | $4,315 | $7,071-39.0% | $9,131-52.8% | $4,296+0.4% |
| Admin fee / account holder | $10,441 | $10,483-0.4% | $13,901-24.9% | $6,918+50.9% |