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 | $108,319 | $124,281-12.8% | $109,143-0.8% | $167,490-35.3% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 14.37% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,721 | $4,207-11.6% | $3,7220% | $4,837-23.1% |
| Participant deferral / active EE | $7,807 | $5,255+48.6% | $4,653+67.8% | $6,341+23.1% |
| Admin fee / account holder | $7,886 | $7,970-1.1% | $6,752+16.8% | $12,309-35.9% |