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 | $58,064 | $49,177+18.1% | $79,464-26.9% | $64,186-9.5% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | 5.58% | -1.16%+6.7pp | 718.14%-712.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $2,621 | $2,076+26.2% | $2,800-6.4% | $2,381+10.1% |
| Participant deferral / active EE | $3,712 | $2,821+31.6% | $3,704+0.2% | $3,470+7.0% |
| Admin fee / account holder | $1,394 | $3,839-63.7% | $5,113-72.7% | $4,888-71.5% |