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 | $135,309 | $109,881+23.1% | $150,045-9.8% | $84,808+59.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,976 | $3,561-44.5% | $4,693-57.9% | $2,631-24.9% |
| Participant deferral / active EE | $8,070 | $6,636+21.6% | $7,997+0.9% | $4,212+91.6% |
| Admin fee / account holder | $22,484 | $8,568+162.4% | $13,435+67.4% | $7,344+206.2% |