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 | $104,814 | $101,724+3.0% | $164,813-36.4% | $80,856+29.6% |
| Participation rate | 72.9% | 71.8%+1.1pp | 78.6%-5.7pp | 67.6%+5.3pp |
| Annual return | 30.30% | 16.72%+13.6pp | 69.93%-39.6pp | 35.59%-5.3pp |
| Employer contribution / active EE | $2,997 | $2,953+1.5% | $4,341-30.9% | $2,755+8.8% |
| Participant deferral / active EE | $6,884 | $4,477+53.8% | $6,031+14.1% | $4,296+60.2% |
| Admin fee / account holder | $8,736 | $8,227+6.2% | $12,690-31.2% | $6,918+26.3% |