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 | $80,210 | $99,341-19.3% | $84,750-5.4% | $273,961-70.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.38% | 22.93%-11.6pp | 22.78%-11.4pp | 41.45%-30.1pp |
| Employer contribution / active EE | $5,145 | $4,214+22.1% | $3,574+43.9% | $4,869+5.7% |
| Participant deferral / active EE | $5,145 | $4,269+20.5% | $3,712+38.6% | $5,287-2.7% |
| Admin fee / account holder | $2,523 | $6,644-62.0% | $5,332-52.7% | $10,132-75.1% |