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 | $143,402 | $139,421+2.9% | $239,577-40.1% | $116,462+23.1% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.1%-8.3pp | 74.7%-0.9pp |
| Annual return | 12.02% | 15.58%-3.6pp | -0.70%+12.7pp | 15.65%-3.6pp |
| Employer contribution / active EE | $1,633 | $4,487-63.6% | $7,232-77.4% | $3,231-49.5% |
| Participant deferral / active EE | $4,861 | $4,296+13.2% | $5,676-14.4% | $3,836+26.7% |
| Admin fee / account holder | $17,676 | $21,515-17.8% | $19,315-8.5% | $12,754+38.6% |