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 | $118,843 | $106,515+11.6% | $96,683+22.9% | $139,434-14.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.78% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $7,172 | $4,103+74.8% | $3,737+91.9% | $4,751+51.0% |
| Participant deferral / active EE | $2,967 | $5,454-45.6% | $4,878-39.2% | $6,710-55.8% |
| Admin fee / account holder | $3,657 | $7,877-53.6% | $6,730-45.7% | $11,403-67.9% |