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 | $165,544 | $125,758+31.6% | $169,993-2.6% | $75,163+120.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 17.09% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,022 | $4,615-34.5% | $6,785-55.5% | $2,670+13.2% |
| Participant deferral / active EE | $7,209 | $6,837+5.4% | $10,408-30.7% | $4,125+74.8% |
| Admin fee / account holder | $2,792 | $8,173-65.8% | $12,815-78.2% | $5,651-50.6% |