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 | $109,949 | $93,571+17.5% | $135,903-19.1% | $75,163+46.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.50% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,679 | $3,537+4.0% | $4,856-24.2% | $2,670+37.8% |
| Participant deferral / active EE | $7,009 | $6,404+9.4% | $7,758-9.7% | $4,125+69.9% |
| Admin fee / account holder | $2,817 | $6,975-59.6% | $10,762-73.8% | $5,651-50.2% |