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 | $107,599 | $80,717+33.3% | $154,803-30.5% | $84,808+26.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.40% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,748 | $2,761-0.5% | $4,305-36.2% | $2,631+4.4% |
| Participant deferral / active EE | $7,297 | $3,303+120.9% | $5,540+31.7% | $4,212+73.3% |
| Admin fee / account holder | $8,985 | $6,746+33.2% | $14,329-37.3% | $7,344+22.3% |