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 | $165,924 | $215,361-23.0% | $171,082-3.0% | $273,961-39.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 2.04% | 25.14%-23.1pp | 32.56%-30.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $2,813 | $4,967-43.4% | $4,002-29.7% | $4,869-42.2% |
| Participant deferral / active EE | $7,187 | $5,543+29.7% | $4,797+49.8% | $5,287+35.9% |
| Admin fee / account holder | $1,581 | $10,846-85.4% | $8,520-81.4% | $10,132-84.4% |