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 | $106,332 | $133,922-20.6% | $116,228-8.5% | $142,382-25.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 13.14% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,071 | $3,446-10.9% | $2,994+2.6% | $4,299-28.6% |
| Participant deferral / active EE | $6,204 | $5,672+9.4% | $4,953+25.2% | $6,507-4.7% |
| Admin fee / account holder | $1,859 | $14,945-87.6% | $11,989-84.5% | $12,624-85.3% |