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 | $93,774 | $109,881-14.7% | $150,045-37.5% | $84,808+10.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.89% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,790 | $3,561+34.5% | $4,693+2.1% | $2,631+82.1% |
| Participant deferral / active EE | $13,320 | $6,636+100.7% | $7,997+66.6% | $4,212+216.3% |
| Admin fee / account holder | $4,229 | $8,568-50.6% | $13,435-68.5% | $7,344-42.4% |