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 | $105,279 | $101,618+3.6% | $93,063+13.1% | $137,256-23.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.00% | 223.95%-211.9pp | 34.15%-22.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $10,716 | $2,707+295.9% | $2,476+332.8% | $4,156+157.9% |
| Participant deferral / active EE | $4,378 | $4,279+2.3% | $3,958+10.6% | $6,407-31.7% |
| Admin fee / account holder | $8,694 | $6,198+40.3% | $6,033+44.1% | $12,270-29.1% |