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 | $123,203 | $61,605+100.0% | $112,229+9.8% | $75,163+63.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.90% | 28.47%-8.6pp | 30.20%-10.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,165 | $2,015+7.4% | $3,430-36.9% | $2,670-18.9% |
| Participant deferral / active EE | $3,541 | $3,108+13.9% | $4,798-26.2% | $4,125-14.2% |
| Admin fee / account holder | $5,163 | $4,862+6.2% | $7,748-33.4% | $5,651-8.6% |