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 | $166,811 | $148,978+12.0% | $200,582-16.8% | $84,808+96.7% |
| Participation rate | 77.5% | 84.2%-6.7pp | 86.9%-9.4pp | 68.3%+9.2pp |
| Annual return | 18.59% | 28.16%-9.6pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,016 | $4,815-16.6% | $6,419-37.4% | $2,631+52.6% |
| Participant deferral / active EE | $9,298 | $7,142+30.2% | $9,331-0.4% | $4,212+120.8% |
| Admin fee / account holder | $1,241 | $13,977-91.1% | $16,305-92.4% | $7,344-83.1% |