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 | $103,963 | $57,590+80.5% | $86,233+20.6% | $82,448+26.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.38% | 22.41%-8.0pp | 61.39%-47.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $13,010 | $1,655+686.0% | $2,504+419.5% | $2,551+410.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $570 | $4,730-88.0% | $8,342-93.2% | $7,234-92.1% |