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 | $103,880 | $62,586+66.0% | $76,768+35.3% | $64,186+61.8% |
| Participation rate | 97.1% | 72.8%+24.2pp | 77.0%+20.1pp | 69.6%+27.5pp |
| Annual return | 5.46% | -1.95%+7.4pp | 2.43%+3.0pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,471 | $1,832-19.7% | $2,485-40.8% | $2,381-38.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,888 | $4,667+4.7% | $6,675-26.8% | $4,8880% |