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 | $110,716 | $109,881+0.8% | $150,045-26.2% | $84,808+30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,240 | $3,561+103.3% | $4,693+54.3% | $2,631+175.2% |
| Participant deferral / active EE | $7,676 | $6,636+15.7% | $7,997-4.0% | $4,212+82.3% |
| Admin fee / account holder | $710 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |