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 | $106,123 | $100,773+5.3% | $88,946+19.3% | $142,382-25.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.35% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,044 | $2,918+141.4% | $2,555+175.7% | $4,299+63.9% |
| Participant deferral / active EE | $8,712 | $5,230+66.6% | $4,581+90.2% | $6,507+33.9% |
| Admin fee / account holder | $652 | $9,693-93.3% | $8,261-92.1% | $12,624-94.8% |