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 | $174,453 | $215,361-19.0% | $171,082+2.0% | $273,961-36.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 10.35% | 25.14%-14.8pp | 32.56%-22.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,373 | $4,967-32.1% | $4,002-15.7% | $4,869-30.7% |
| Participant deferral / active EE | $3,911 | $5,543-29.5% | $4,797-18.5% | $5,287-26.0% |
| Admin fee / account holder | $2,933 | $10,846-73.0% | $8,520-65.6% | $10,132-71.0% |