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 | $117,638 | $106,515+10.4% | $96,683+21.7% | $139,434-15.6% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 13.31% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,916 | $4,103-4.6% | $3,737+4.8% | $4,751-17.6% |
| Participant deferral / active EE | $10,262 | $5,454+88.2% | $4,878+110.4% | $6,710+52.9% |
| Admin fee / account holder | $22,200 | $7,877+181.8% | $6,730+229.9% | $11,403+94.7% |