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 | $124,689 | $97,044+28.5% | $83,333+49.6% | $135,375-7.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.11% | 12.31%-12.2pp | 10.63%-10.5pp | 519.73%-519.6pp |
| Employer contribution / active EE | $3,271 | $4,143-21.1% | $3,379-3.2% | $4,779-31.6% |
| Participant deferral / active EE | $4,858 | $5,964-18.5% | $5,565-12.7% | $5,609-13.4% |
| Admin fee / account holder | $12,914 | $8,380+54.1% | $7,510+72.0% | $10,827+19.3% |