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 | $82,605 | $56,054+47.4% | $171,082-51.7% | $62,891+31.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 7.39% | 22.52%-15.1pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,353 | $1,731+151.5% | $4,002+8.8% | $2,281+90.9% |
| Participant deferral / active EE | $7,919 | $3,158+150.8% | $4,797+65.1% | $3,203+147.2% |
| Admin fee / account holder | $7,962 | $3,647+118.3% | $8,520-6.5% | $4,296+85.4% |