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 | $146,267+14.0% | $197,124-15.4% | $82,448+102.3% |
| Participation rate | 77.5% | 84.0%-6.5pp | 86.7%-9.2pp | 68.1%+9.4pp |
| Annual return | 18.59% | 29.61%-11.0pp | 44.34%-25.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,016 | $4,723-15.0% | $6,227-35.5% | $2,551+57.4% |
| Participant deferral / active EE | $9,298 | $7,035+32.2% | $9,135+1.8% | $4,139+124.6% |
| Admin fee / account holder | $1,241 | $14,422-91.4% | $16,298-92.4% | $7,234-82.9% |