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 | $179,334 | $138,347+29.6% | $184,203-2.6% | $80,856+121.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 11.48% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,557 | $4,850-47.3% | $6,427-60.2% | $2,755-7.2% |
| Participant deferral / active EE | $4,783 | $7,071-32.4% | $9,131-47.6% | $4,296+11.3% |
| Admin fee / account holder | $7,011 | $10,483-33.1% | $13,901-49.6% | $6,918+1.3% |