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 | $173,178 | $94,625+83.0% | $116,228+49.0% | $84,808+104.2% |
| Participation rate | 79.6% | 70.4%+9.2pp | 74.6%+5.1pp | 68.3%+11.3pp |
| Annual return | 15.02% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,352 | $2,347+0.2% | $2,994-21.4% | $2,631-10.6% |
| Participant deferral / active EE | $4,489 | $3,972+13.0% | $4,953-9.4% | $4,212+6.6% |
| Admin fee / account holder | $8,162 | $10,091-19.1% | $11,989-31.9% | $7,344+11.1% |