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 | $91,960 | $127,065-27.6% | $113,168-18.7% | $142,382-35.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.02% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,119 | $3,442-9.4% | $2,975+4.8% | $4,299-27.4% |
| Participant deferral / active EE | $9,137 | $5,716+59.8% | $5,107+78.9% | $6,507+40.4% |
| Admin fee / account holder | $1,355 | $15,736-91.4% | $12,068-88.8% | $12,624-89.3% |