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 | $90,591 | $83,477+8.5% | $125,175-27.6% | $72,985+24.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.99% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,663 | $2,345+13.5% | $3,865-31.1% | $2,440+9.1% |
| Participant deferral / active EE | $5,439 | $3,585+51.7% | $4,937+10.2% | $3,607+50.8% |
| Admin fee / account holder | $72,139 | $5,517+1207.5% | $9,702+643.5% | $5,124+1307.8% |