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 | $99,418 | $86,286+15.2% | $111,297-10.7% | $85,850+15.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.90% | 19.99%-3.1pp | 54.65%-37.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,759 | $2,043+84.0% | $2,731+37.6% | $2,565+46.5% |
| Participant deferral / active EE | $7,595 | $3,641+108.6% | $4,487+69.3% | $3,952+92.2% |
| Admin fee / account holder | $7,411 | $8,188-9.5% | $7,964-6.9% | $6,260+18.4% |