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 | $96,331 | $109,881-12.3% | $150,045-35.8% | $84,808+13.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,842 | $3,561+176.4% | $4,693+109.7% | $2,631+274.1% |
| Participant deferral / active EE | $7,988 | $6,636+20.4% | $7,997-0.1% | $4,212+89.7% |
| Admin fee / account holder | $4,941 | $8,568-42.3% | $13,435-63.2% | $7,344-32.7% |