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 | $106,687 | $201,272-47.0% | $184,203-42.1% | $145,922-26.9% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 14.68% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,416 | $7,022-51.4% | $6,427-46.9% | $4,660-26.7% |
| Participant deferral / active EE | $7,822 | $9,806-20.2% | $9,131-14.3% | $6,688+17.0% |
| Admin fee / account holder | $17,679 | $16,364+8.0% | $13,901+27.2% | $13,397+32.0% |