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 | $101,038 | $109,881-8.0% | $150,045-32.7% | $84,808+19.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.66% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,839 | $3,561+7.8% | $4,693-18.2% | $2,631+45.9% |
| Participant deferral / active EE | $11,697 | $6,636+76.3% | $7,997+46.3% | $4,212+177.7% |
| Admin fee / account holder | $4,252 | $8,568-50.4% | $13,435-68.4% | $7,344-42.1% |