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 | $114,666 | $106,515+7.7% | $96,683+18.6% | $139,434-17.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.31% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $9,332 | $4,103+127.4% | $3,737+149.7% | $4,751+96.4% |
| Participant deferral / active EE | $6,874 | $5,454+26.0% | $4,878+40.9% | $6,710+2.4% |
| Admin fee / account holder | $2,758 | $7,877-65.0% | $6,730-59.0% | $11,403-75.8% |