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 | $193,990 | $146,267+32.6% | $197,124-1.6% | $82,448+135.3% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.7pp |
| Annual return | 13.65% | 29.61%-16.0pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,322 | $4,723-29.7% | $6,227-46.7% | $2,551+30.2% |
| Participant deferral / active EE | $7,596 | $7,035+8.0% | $9,135-16.8% | $4,139+83.5% |
| Admin fee / account holder | $7,654 | $14,422-46.9% | $16,298-53.0% | $7,234+5.8% |