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 | $93,159 | $109,881-15.2% | $150,045-37.9% | $84,808+9.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,192 | $3,561+45.8% | $4,693+10.6% | $2,631+97.4% |
| Participant deferral / active EE | $5,571 | $6,636-16.0% | $7,997-30.3% | $4,212+32.3% |
| Admin fee / account holder | $2,848 | $8,568-66.8% | $13,435-78.8% | $7,344-61.2% |