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 | $77,168 | $99,985-22.8% | $146,665-47.4% | $85,850-10.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.78% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,154 | $2,559-15.8% | $4,136-47.9% | $2,565-16.0% |
| Participant deferral / active EE | $3,144 | $4,006-21.5% | $5,506-42.9% | $3,952-20.4% |
| Admin fee / account holder | $9,501 | $7,702+23.3% | $10,280-7.6% | $6,260+51.8% |