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 | $94,629 | $95,803-1.2% | $113,168-16.4% | $84,808+11.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.51% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,325 | $2,360+40.9% | $2,975+11.8% | $2,631+26.4% |
| Participant deferral / active EE | $4,715 | $4,242+11.1% | $5,107-7.7% | $4,212+11.9% |
| Admin fee / account holder | $2,983 | $8,989-66.8% | $12,068-75.3% | $7,344-59.4% |