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 | $114,899 | $87,166+31.8% | $76,735+49.7% | $137,256-16.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 11.51% | 26.50%-15.0pp | 29.77%-18.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,222 | $2,904+10.9% | $2,454+31.3% | $4,156-22.5% |
| Participant deferral / active EE | $5,728 | $4,726+21.2% | $4,088+40.1% | $6,407-10.6% |
| Admin fee / account holder | $7,142 | $8,403-15.0% | $7,189-0.7% | $12,270-41.8% |