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 7-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 | $109,684 | $110,257-0.5% | $96,544+13.6% | $139,434-21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.30% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,156 | $3,620+97.7% | $2,965+141.4% | $4,751+50.6% |
| Participant deferral / active EE | $5,284 | $5,548-4.8% | $4,851+8.9% | $6,710-21.3% |
| Admin fee / account holder | $14,320 | $11,591+23.5% | $8,252+73.5% | $11,403+25.6% |