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 | $158,029 | $201,272-21.5% | $184,203-14.2% | $145,922+8.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 11.27% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $7,014 | $7,022-0.1% | $6,427+9.1% | $4,660+50.5% |
| Participant deferral / active EE | $3,527 | $9,806-64.0% | $9,131-61.4% | $6,688-47.3% |
| Admin fee / account holder | $15,918 | $16,364-2.7% | $13,901+14.5% | $13,397+18.8% |