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 | $94,983 | $95,266-0.3% | $82,389+15.3% | $142,382-33.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.82% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,415 | $2,991+14.2% | $2,517+35.7% | $4,299-20.6% |
| Participant deferral / active EE | $6,115 | $4,809+27.2% | $4,155+47.2% | $6,507-6.0% |
| Admin fee / account holder | $975 | $8,563-88.6% | $7,231-86.5% | $12,624-92.3% |