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 | $115,269 | $118,450-2.7% | $98,439+17.1% | $139,434-17.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,191 | $3,609+16.1% | $3,048+37.5% | $4,751-11.8% |
| Participant deferral / active EE | $12,908 | $5,392+139.4% | $4,738+172.5% | $6,710+92.4% |
| Admin fee / account holder | $105,330 | $14,026+651.0% | $8,948+1077.2% | $11,403+823.7% |