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 | $84,266 | $109,881-23.3% | $150,045-43.8% | $84,808-0.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.74% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,359 | $3,561+78.6% | $4,693+35.5% | $2,631+141.7% |
| Participant deferral / active EE | $7,903 | $6,636+19.1% | $7,997-1.2% | $4,212+87.6% |
| Admin fee / account holder | $2,688 | $8,568-68.6% | $13,435-80.0% | $7,344-63.4% |