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 | $121,727 | $110,257+10.4% | $96,544+26.1% | $139,434-12.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.70% | 26.32%-3.6pp | 25.84%-3.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,301 | $3,620-8.8% | $2,965+11.3% | $4,751-30.5% |
| Participant deferral / active EE | $4,433 | $5,548-20.1% | $4,851-8.6% | $6,710-33.9% |
| Admin fee / account holder | $1,072 | $11,591-90.8% | $8,252-87.0% | $11,403-90.6% |