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 | $99,209 | $56,897+74.4% | $84,750+17.1% | $62,891+57.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.64% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,273 | $2,400+78.0% | $3,574+19.5% | $2,281+87.3% |
| Participant deferral / active EE | $2,632 | $2,709-2.8% | $3,712-29.1% | $3,203-17.8% |
| Admin fee / account holder | $22,163 | $3,581+518.9% | $5,332+315.6% | $4,296+415.9% |