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 | $165,179 | $108,825+51.8% | $156,181+5.8% | $82,448+100.3% |
| Participation rate | 70.4% | 72.4%-2.0pp | 78.8%-8.5pp | 68.1%+2.3pp |
| Annual return | 14.45% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,004 | $2,870-30.2% | $4,294-53.3% | $2,551-21.5% |
| Participant deferral / active EE | $3,923 | $4,577-14.3% | $6,132-36.0% | $4,139-5.2% |
| Admin fee / account holder | $5,463 | $9,341-41.5% | $14,586-62.5% | $7,234-24.5% |