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 | $127,329 | $110,257+15.5% | $96,544+31.9% | $139,434-8.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.29% | 26.32%+2.0pp | 25.84%+2.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,716 | $3,620-25.0% | $2,965-8.4% | $4,751-42.8% |
| Participant deferral / active EE | $4,775 | $5,548-13.9% | $4,851-1.6% | $6,710-28.8% |
| Admin fee / account holder | $991 | $11,591-91.5% | $8,252-88.0% | $11,403-91.3% |