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 | $81,425 | $99,985-18.6% | $146,665-44.5% | $85,850-5.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.28% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,260 | $2,559+27.4% | $4,136-21.2% | $2,565+27.1% |
| Participant deferral / active EE | $5,492 | $4,006+37.1% | $5,506-0.2% | $3,952+39.0% |
| Admin fee / account holder | $79,053 | $7,702+926.4% | $10,280+669.0% | $6,260+1162.9% |