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 | $160,419 | $95,803+67.4% | $113,168+41.8% | $84,808+89.2% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 15.04% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,183 | $2,360-7.5% | $2,975-26.6% | $2,631-17.0% |
| Participant deferral / active EE | $3,995 | $4,242-5.8% | $5,107-21.8% | $4,212-5.1% |
| Admin fee / account holder | $1,122 | $8,989-87.5% | $12,068-90.7% | $7,344-84.7% |