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 | $103,819 | $138,347-25.0% | $184,203-43.6% | $80,856+28.4% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 11.84% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,556 | $4,850-6.1% | $6,427-29.1% | $2,755+65.4% |
| Participant deferral / active EE | $7,960 | $7,071+12.6% | $9,131-12.8% | $4,296+85.3% |
| Admin fee / account holder | $8,957 | $10,483-14.6% | $13,901-35.6% | $6,918+29.5% |