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 | $88,063 | $109,881-19.9% | $150,045-41.3% | $84,808+3.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.10% | 28.25%-11.1pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,423 | $3,561-3.9% | $4,693-27.1% | $2,631+30.1% |
| Participant deferral / active EE | $6,749 | $6,636+1.7% | $7,997-15.6% | $4,212+60.2% |
| Admin fee / account holder | $749 | $8,568-91.3% | $13,435-94.4% | $7,344-89.8% |