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 | $100,498 | $81,208+23.8% | $98,907+1.6% | $79,858+25.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.06% | 60.99%-46.9pp | 196.43%-182.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,979 | $1,960+103.1% | $2,689+48.0% | $2,471+61.1% |
| Participant deferral / active EE | $3,991 | $3,265+22.3% | $4,244-6.0% | $3,740+6.7% |
| Admin fee / account holder | $5,952 | $6,013-1.0% | $6,642-10.4% | $5,306+12.2% |