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 | $156,973 | $109,413+43.5% | $156,263+0.5% | $84,808+85.1% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 15.19% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,964 | $2,907+2.0% | $4,333-31.6% | $2,631+12.7% |
| Participant deferral / active EE | $3,634 | $4,590-20.8% | $6,158-41.0% | $4,212-13.7% |
| Admin fee / account holder | $68,832 | $9,357+635.6% | $14,255+382.9% | $7,344+837.3% |