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 | $95,678 | $95,803-0.1% | $113,168-15.5% | $84,808+12.8% |
| Participation rate | 95.5% | 72.9%+22.6pp | 76.6%+18.9pp | 68.3%+27.1pp |
| Annual return | 15.85% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,400 | $2,360+86.5% | $2,975+47.9% | $2,631+67.2% |
| Participant deferral / active EE | $9,387 | $4,242+121.3% | $5,107+83.8% | $4,212+122.9% |
| Admin fee / account holder | $1,651 | $8,989-81.6% | $12,068-86.3% | $7,344-77.5% |