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 | $112,857 | $110,257+2.4% | $96,544+16.9% | $139,434-19.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.15% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,058 | $3,620-15.5% | $2,965+3.2% | $4,751-35.6% |
| Participant deferral / active EE | $6,713 | $5,548+21.0% | $4,851+38.4% | $6,7100% |
| Admin fee / account holder | $14,685 | $11,591+26.7% | $8,252+77.9% | $11,403+28.8% |