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 | $67,914 | $87,841-22.7% | $133,980-49.3% | $62,891+8.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.54% | 12.05%-4.5pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,913 | $3,483+155.9% | $5,211+71.0% | $2,281+290.8% |
| Participant deferral / active EE | $2,775 | $4,812-42.3% | $6,282-55.8% | $3,203-13.4% |
| Admin fee / account holder | $610 | $5,371-88.6% | $9,324-93.5% | $4,296-85.8% |