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 | $92,864 | $109,881-15.5% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.68% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,848 | $3,561-20.0% | $4,693-39.3% | $2,631+8.2% |
| Participant deferral / active EE | $7,474 | $6,636+12.6% | $7,997-6.5% | $4,212+77.5% |
| Admin fee / account holder | $12,773 | $8,568+49.1% | $13,435-4.9% | $7,344+73.9% |