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 | $100,999 | $124,281-18.7% | $109,143-7.5% | $167,490-39.7% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 13.74% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,969 | $4,207-29.4% | $3,722-20.2% | $4,837-38.6% |
| Participant deferral / active EE | $6,668 | $5,255+26.9% | $4,653+43.3% | $6,341+5.1% |
| Admin fee / account holder | $1,283 | $7,970-83.9% | $6,752-81.0% | $12,309-89.6% |