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 | $100,670 | $114,381-12.0% | $107,525-6.4% | $142,382-29.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 15.89% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,943 | $4,015-1.8% | $3,754+5.0% | $4,299-8.3% |
| Participant deferral / active EE | $7,727 | $5,564+38.9% | $5,116+51.0% | $6,507+18.7% |
| Admin fee / account holder | $8,355 | $9,860-15.3% | $8,919-6.3% | $12,624-33.8% |