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 | $97,958 | $127,065-22.9% | $113,168-13.4% | $142,382-31.2% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 14.94% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,736 | $3,442+8.5% | $2,975+25.6% | $4,299-13.1% |
| Participant deferral / active EE | $5,667 | $5,716-0.9% | $5,107+11.0% | $6,507-12.9% |
| Admin fee / account holder | $12,847 | $15,736-18.4% | $12,068+6.5% | $12,624+1.8% |