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 | $189,852 | $181,894+4.4% | $156,549+21.3% | $273,961-30.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.38% | 30.74%-27.4pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,653 | $6,248-57.5% | $5,501-51.8% | $4,869-45.5% |
| Participant deferral / active EE | $5,813 | $5,550+4.7% | $4,871+19.3% | $5,287+9.9% |
| Admin fee / account holder | $6,617 | $15,559-57.5% | $13,027-49.2% | $10,132-34.7% |