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 5-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 | $103,979 | $109,881-5.4% | $150,045-30.7% | $84,808+22.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.38% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,652 | $3,561+2.6% | $4,693-22.2% | $2,631+38.8% |
| Participant deferral / active EE | $6,863 | $6,636+3.4% | $7,997-14.2% | $4,212+63.0% |
| Admin fee / account holder | $1,546 | $8,568-82.0% | $13,435-88.5% | $7,344-78.9% |