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 | $99,158 | $56,897+74.3% | $84,750+17.0% | $62,891+57.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.24% | 6.30%-0.1pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,813 | $2,400+17.2% | $3,574-21.3% | $2,281+23.3% |
| Participant deferral / active EE | $5,892 | $2,709+117.5% | $3,712+58.7% | $3,203+84.0% |
| Admin fee / account holder | $12,315 | $3,581+243.9% | $5,332+131.0% | $4,296+186.7% |