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 | $107,021 | $127,065-15.8% | $113,168-5.4% | $142,382-24.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.19% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,046 | $3,442-11.5% | $2,975+2.4% | $4,299-29.1% |
| Participant deferral / active EE | $4,853 | $5,716-15.1% | $5,107-5.0% | $6,507-25.4% |
| Admin fee / account holder | $1,483 | $15,736-90.6% | $12,068-87.7% | $12,624-88.3% |