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 | $108,363 | $101,724+6.5% | $164,813-34.3% | $80,856+34.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.51% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $9,965 | $2,953+237.4% | $4,341+129.6% | $2,755+261.7% |
| Participant deferral / active EE | $7,458 | $4,477+66.6% | $6,031+23.7% | $4,296+73.6% |
| Admin fee / account holder | $1,399 | $8,227-83.0% | $12,690-89.0% | $6,918-79.8% |