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 | $111,216 | $140,588-20.9% | $123,104-9.7% | $125,391-11.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 3.05% | 16.80%-13.7pp | 13.22%-10.2pp | 282.22%-279.2pp |
| Employer contribution / active EE | $5,885 | $6,041-2.6% | $5,151+14.2% | $4,866+20.9% |
| Participant deferral / active EE | $3,013 | $6,980-56.8% | $6,230-51.6% | $5,352-43.7% |
| Admin fee / account holder | $813 | $11,198-92.7% | $9,015-91.0% | $9,540-91.5% |