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 | $197,899 | $138,347+43.0% | $184,203+7.4% | $80,856+144.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.02% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,473 | $4,850+12.8% | $6,427-14.8% | $2,755+98.7% |
| Participant deferral / active EE | $4,645 | $7,071-34.3% | $9,131-49.1% | $4,296+8.1% |
| Admin fee / account holder | $11,869 | $10,483+13.2% | $13,901-14.6% | $6,918+71.6% |