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 | $119,324 | $117,841+1.3% | $102,423+16.5% | $145,922-18.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,414 | $3,615-5.6% | $3,023+12.9% | $4,660-26.7% |
| Participant deferral / active EE | $3,959 | $5,731-30.9% | $5,053-21.6% | $6,688-40.8% |
| Admin fee / account holder | $3,744 | $13,326-71.9% | $9,451-60.4% | $13,397-72.1% |