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 | $69,496 | $57,354+21.2% | $83,848-17.1% | $64,186+8.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.43% | 11.38%-10.9pp | 850.88%-850.4pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,679 | $2,545+5.2% | $3,631-26.2% | $2,381+12.5% |
| Participant deferral / active EE | $4,618 | $2,993+54.3% | $4,082+13.2% | $3,470+33.1% |
| Admin fee / account holder | $2,786 | $4,046-31.1% | $5,478-49.2% | $4,888-43.0% |