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 | $78,714 | $51,769+52.0% | $57,343+37.3% | $52,331+50.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.26% | 2.43%-1.2pp | 24.39%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,974 | $2,335+27.4% | $2,689+10.6% | $1,882+58.0% |
| Participant deferral / active EE | $3,237 | $2,794+15.9% | $3,162+2.4% | $3,022+7.1% |
| Admin fee / account holder | $1,016 | $295+244.5% | $3,356-69.7% | $592+71.7% |