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 | $153,221 | $138,347+10.8% | $184,203-16.8% | $80,856+89.5% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 14.77% | 20.02%-5.3pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,327 | $4,850-10.8% | $6,427-32.7% | $2,755+57.1% |
| Participant deferral / active EE | $8,804 | $7,071+24.5% | $9,131-3.6% | $4,296+104.9% |
| Admin fee / account holder | $2,196 | $10,483-79.1% | $13,901-84.2% | $6,918-68.3% |