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 | $133,284 | $117,983+13.0% | $101,794+30.9% | $142,382-6.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,305 | $2,773+19.2% | $2,289+44.4% | $4,299-23.1% |
| Participant deferral / active EE | $10,163 | $4,714+115.6% | $4,084+148.8% | $6,507+56.2% |
| Admin fee / account holder | $9,182 | $10,433-12.0% | $8,777+4.6% | $12,624-27.3% |