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 | $120,524 | $104,251+15.6% | $91,001+32.4% | $147,584-18.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.58% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,818 | $3,116+54.6% | $2,456+96.2% | $4,876-1.2% |
| Participant deferral / active EE | $8,609 | $4,195+105.2% | $3,547+142.7% | $5,439+58.3% |
| Admin fee / account holder | $4,920 | $8,948-45.0% | $5,417-9.2% | $10,885-54.8% |