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 | $71,611 | $87,841-18.5% | $133,980-46.6% | $62,891+13.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.63% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,114 | $3,483+75.5% | $5,211+17.3% | $2,281+168.1% |
| Participant deferral / active EE | $5,473 | $4,812+13.7% | $6,282-12.9% | $3,203+70.9% |
| Admin fee / account holder | $7,034 | $5,371+31.0% | $9,324-24.6% | $4,296+63.7% |