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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,777 | $91,019-43.1% | $392,568-86.8% | $72,985-29.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 10.92% | 20.00%-9.1pp | 24.42%-13.5pp | 81.00%-70.1pp |
| Employer contribution / active EE | $3,119 | $2,751+13.4% | $3,783-17.6% | $2,440+27.8% |
| Participant deferral / active EE | $3,201 | $4,570-30.0% | $5,985-46.5% | $3,607-11.3% |
| Admin fee / account holder | $6,963 | $4,895+42.3% | $6,260+11.2% | $5,124+35.9% |