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 | $119,096 | $118,450+0.5% | $98,439+21.0% | $139,434-14.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 18.94%-7.7pp | 21.16%-10.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,292 | $3,609+46.6% | $3,048+73.6% | $4,751+11.4% |
| Participant deferral / active EE | $8,178 | $5,392+51.7% | $4,738+72.6% | $6,710+21.9% |
| Admin fee / account holder | $8,683 | $14,026-38.1% | $8,948-3.0% | $11,403-23.8% |