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 | $133,745 | $148,978-10.2% | $200,582-33.3% | $84,808+57.7% |
| Participation rate | 89.1% | 84.2%+4.9pp | 86.9%+2.2pp | 68.3%+20.8pp |
| Annual return | 13.74% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,460 | $4,815-7.4% | $6,419-30.5% | $2,631+69.5% |
| Participant deferral / active EE | $6,828 | $7,142-4.4% | $9,331-26.8% | $4,212+62.1% |
| Admin fee / account holder | $22,641 | $13,977+62.0% | $16,305+38.9% | $7,344+208.3% |