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 | $177,410 | $148,978+19.1% | $200,582-11.6% | $84,808+109.2% |
| Participation rate | 71.2% | 84.2%-13.0pp | 86.9%-15.7pp | 68.3%+2.9pp |
| Annual return | 17.22% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,181 | $4,815-33.9% | $6,419-50.4% | $2,631+20.9% |
| Participant deferral / active EE | $7,092 | $7,142-0.7% | $9,331-24.0% | $4,212+68.4% |
| Admin fee / account holder | $3,097 | $13,977-77.8% | $16,305-81.0% | $7,344-57.8% |