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 | $106,527 | $109,881-3.1% | $150,045-29.0% | $84,808+25.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,545 | $3,561-28.5% | $4,693-45.8% | $2,631-3.3% |
| Participant deferral / active EE | $6,959 | $6,636+4.9% | $7,997-13.0% | $4,212+65.2% |
| Admin fee / account holder | $20,491 | $8,568+139.2% | $13,435+52.5% | $7,344+179.0% |