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 | $155,555 | $117,983+31.8% | $101,794+52.8% | $142,382+9.3% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 11.94% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,927 | $2,773+5.6% | $2,289+27.9% | $4,299-31.9% |
| Participant deferral / active EE | $4,243 | $4,714-10.0% | $4,084+3.9% | $6,507-34.8% |
| Admin fee / account holder | $3,023 | $10,433-71.0% | $8,777-65.6% | $12,624-76.1% |