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 | $127,065-22.0% | $113,168-12.4% | $142,382-30.4% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 11.14% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,544 | $3,442+3.0% | $2,975+19.1% | $4,299-17.6% |
| Participant deferral / active EE | $9,635 | $5,716+68.6% | $5,107+88.7% | $6,507+48.1% |
| Admin fee / account holder | $34,539 | $15,736+119.5% | $12,068+186.2% | $12,624+173.6% |