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 | $105,070 | $106,515-1.4% | $96,683+8.7% | $139,434-24.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 44.62% | 38.43%+6.2pp | 35.69%+8.9pp | 372.94%-328.3pp |
| Employer contribution / active EE | $4,802 | $4,103+17.0% | $3,737+28.5% | $4,751+1.1% |
| Participant deferral / active EE | $12,130 | $5,454+122.4% | $4,878+148.7% | $6,710+80.8% |
| Admin fee / account holder | $12,553 | $7,877+59.4% | $6,730+86.5% | $11,403+10.1% |