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 | $191,759 | $138,347+38.6% | $184,203+4.1% | $80,856+137.2% |
| Participation rate | 79.6% | 83.9%-4.3pp | 86.8%-7.2pp | 67.6%+11.9pp |
| Annual return | 15.66% | 20.02%-4.4pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,290 | $4,850-11.6% | $6,427-33.3% | $2,755+55.7% |
| Participant deferral / active EE | $7,329 | $7,071+3.6% | $9,131-19.7% | $4,296+70.6% |
| Admin fee / account holder | $16,770 | $10,483+60.0% | $13,901+20.6% | $6,918+142.4% |