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 | $211,901 | $110,257+92.2% | $96,544+119.5% | $139,434+52.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.59% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,756 | $3,620+3.8% | $2,965+26.7% | $4,751-20.9% |
| Participant deferral / active EE | $6,118 | $5,548+10.3% | $4,851+26.1% | $6,710-8.8% |
| Admin fee / account holder | $4,744 | $11,591-59.1% | $8,252-42.5% | $11,403-58.4% |