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 | $109,774 | $100,773+8.9% | $88,946+23.4% | $142,382-22.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.22% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,719 | $2,918+164.6% | $2,555+202.1% | $4,299+79.5% |
| Participant deferral / active EE | $7,139 | $5,230+36.5% | $4,581+55.8% | $6,507+9.7% |
| Admin fee / account holder | $6,698 | $9,693-30.9% | $8,261-18.9% | $12,624-46.9% |