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 | $114,997 | $115,882-0.8% | $100,516+14.4% | $158,922-27.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 32.00% | 34.79%-2.8pp | 30.89%+1.1pp | 302.83%-270.8pp |
| Employer contribution / active EE | $4,316 | $4,103+5.2% | $3,418+26.3% | $4,761-9.4% |
| Participant deferral / active EE | $5,355 | $6,674-19.8% | $6,270-14.6% | $5,982-10.5% |
| Admin fee / account holder | $1,493 | $10,995-86.4% | $8,081-81.5% | $11,246-86.7% |