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 | $110,753 | $107,015+3.5% | $73,545+50.6% | $147,584-25.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.43% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,834 | $1,760+61.0% | $1,219+132.5% | $4,876-41.9% |
| Participant deferral / active EE | $4,571 | $2,462+85.7% | $1,806+153.1% | $5,439-15.9% |
| Admin fee / account holder | $1,489 | $3,055-51.3% | $2,320-35.8% | $10,885-86.3% |