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 | $99,114 | $124,425-20.3% | $112,040-11.5% | $137,256-27.8% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 11.14% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,544 | $3,411+3.9% | $2,954+20.0% | $4,156-14.7% |
| Participant deferral / active EE | $9,635 | $5,718+68.5% | $5,098+89.0% | $6,407+50.4% |
| Admin fee / account holder | $34,539 | $15,207+127.1% | $12,098+185.5% | $12,270+181.5% |