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 | $120,502 | $117,841+2.3% | $102,423+17.7% | $145,922-17.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,815 | $3,615+5.5% | $3,023+26.2% | $4,660-18.1% |
| Participant deferral / active EE | $5,566 | $5,731-2.9% | $5,053+10.2% | $6,688-16.8% |
| Admin fee / account holder | $8,581 | $13,326-35.6% | $9,451-9.2% | $13,397-35.9% |