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 | $149,047 | $138,347+7.7% | $184,203-19.1% | $80,856+84.3% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.6%+23.1pp |
| Annual return | 15.25% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,685 | $4,850-24.0% | $6,427-42.7% | $2,755+33.8% |
| Participant deferral / active EE | $8,138 | $7,071+15.1% | $9,131-10.9% | $4,296+89.5% |
| Admin fee / account holder | $1,193 | $10,483-88.6% | $13,901-91.4% | $6,918-82.7% |