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 | $91,731 | $109,881-16.5% | $150,045-38.9% | $84,808+8.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.88% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,200 | $3,561-10.2% | $4,693-31.8% | $2,631+21.6% |
| Participant deferral / active EE | $7,378 | $6,636+11.2% | $7,997-7.7% | $4,212+75.2% |
| Admin fee / account holder | $8,015 | $8,568-6.5% | $13,435-40.3% | $7,344+9.1% |