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 | $102,212 | $94,529+8.1% | $140,016-27.0% | $64,186+59.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 7.34% | 7.77%-0.4pp | 651.12%-643.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $3,110 | $3,812-18.4% | $5,606-44.5% | $2,381+30.6% |
| Participant deferral / active EE | $7,622 | $5,250+45.2% | $6,927+10.0% | $3,470+119.7% |
| Admin fee / account holder | $22,783 | $6,741+238.0% | $10,705+112.8% | $4,888+366.1% |