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 | $232,767 | $132,239+76.0% | $105,722+120.2% | $273,961-15.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | 6.76% | 10.07%-3.3pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,950 | $4,867-18.8% | $4,079-3.2% | $4,869-18.9% |
| Participant deferral / active EE | $7,437 | $6,233+19.3% | $5,326+39.7% | $5,287+40.7% |
| Admin fee / account holder | $4,504 | $12,032-62.6% | $8,308-45.8% | $10,132-55.5% |