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 | $87,842 | $109,881-20.1% | $150,045-41.5% | $84,808+3.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.36% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,657 | $3,561+30.8% | $4,693-0.8% | $2,631+77.0% |
| Participant deferral / active EE | $8,700 | $6,636+31.1% | $7,997+8.8% | $4,212+106.6% |
| Admin fee / account holder | $45,340 | $8,568+429.2% | $13,435+237.5% | $7,344+517.4% |