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 | $102,932 | $109,881-6.3% | $150,045-31.4% | $84,808+21.4% |
| Participation rate | 74.1% | 76.1%-1.9pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 19.11% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,905 | $3,561+9.7% | $4,693-16.8% | $2,631+48.4% |
| Participant deferral / active EE | $6,767 | $6,636+2.0% | $7,997-15.4% | $4,212+60.7% |
| Admin fee / account holder | $8,366 | $8,568-2.4% | $13,435-37.7% | $7,344+13.9% |