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 | $97,579 | $118,450-17.6% | $98,439-0.9% | $139,434-30.0% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 13.28% | 18.94%-5.7pp | 21.16%-7.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,748 | $3,609+3.8% | $3,048+23.0% | $4,751-21.1% |
| Participant deferral / active EE | $6,584 | $5,392+22.1% | $4,738+39.0% | $6,710-1.9% |
| Admin fee / account holder | $2,293 | $14,026-83.6% | $8,948-74.4% | $11,403-79.9% |