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 | $119,793 | $105,126+14.0% | $94,646+26.6% | $139,434-14.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.20% | 38.03%-1.8pp | 156.71%-120.5pp | 372.94%-336.7pp |
| Employer contribution / active EE | $3,742 | $4,106-8.9% | $3,672+1.9% | $4,751-21.2% |
| Participant deferral / active EE | $8,150 | $7,599+7.2% | $7,418+9.9% | $6,710+21.5% |
| Admin fee / account holder | $1,171 | $8,984-87.0% | $7,231-83.8% | $11,403-89.7% |