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 | $102,579 | $124,281-17.5% | $109,143-6.0% | $167,490-38.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 26.51% | 26.04%+0.5pp | 25.75%+0.8pp | 478.56%-452.0pp |
| Employer contribution / active EE | $4,216 | $4,207+0.2% | $3,722+13.3% | $4,837-12.9% |
| Participant deferral / active EE | $6,727 | $5,255+28.0% | $4,653+44.6% | $6,341+6.1% |
| Admin fee / account holder | $3,289 | $7,970-58.7% | $6,752-51.3% | $12,309-73.3% |