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 | $85,524 | $109,881-22.2% | $150,045-43.0% | $84,808+0.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,013 | $3,561+40.8% | $4,693+6.8% | $2,631+90.6% |
| Participant deferral / active EE | $8,153 | $6,636+22.9% | $7,997+2.0% | $4,212+93.6% |
| Admin fee / account holder | $8,226 | $8,568-4.0% | $13,435-38.8% | $7,344+12.0% |