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 | $110,566 | $62,586+76.7% | $76,768+44.0% | $64,186+72.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.65% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,451 | $1,832-20.8% | $2,485-41.6% | $2,381-39.1% |
| Participant deferral / active EE | $4,608 | $3,145+46.5% | $3,852+19.6% | $3,470+32.8% |
| Admin fee / account holder | $14,062 | $4,667+201.3% | $6,675+110.7% | $4,888+187.7% |