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 | $131,683 | $110,257+19.4% | $96,544+36.4% | $139,434-5.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.93% | 26.32%-15.4pp | 25.84%-14.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $12,114 | $3,620+234.7% | $2,965+308.6% | $4,751+155.0% |
| Participant deferral / active EE | $9,819 | $5,548+77.0% | $4,851+102.4% | $6,710+46.3% |
| Admin fee / account holder | $4,516 | $11,591-61.0% | $8,252-45.3% | $11,403-60.4% |