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 | $94,472 | $99,341-4.9% | $84,750+11.5% | $273,961-65.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.83% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,667 | $4,214+58.2% | $3,574+86.5% | $4,869+36.9% |
| Participant deferral / active EE | $13,053 | $4,269+205.7% | $3,712+251.7% | $5,287+146.9% |
| Admin fee / account holder | $93,512 | $6,644+1307.5% | $5,332+1653.7% | $10,132+822.9% |