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 | $111,747 | $110,257+1.4% | $96,544+15.7% | $139,434-19.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.71% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,732 | $3,620+3.1% | $2,965+25.9% | $4,751-21.4% |
| Participant deferral / active EE | $5,784 | $5,548+4.3% | $4,851+19.2% | $6,710-13.8% |
| Admin fee / account holder | $118,170 | $11,591+919.5% | $8,252+1332.0% | $11,403+936.4% |