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 | $73,173 | $50,958+43.6% | $74,550-1.8% | $64,186+14.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.70% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,979 | $1,115+77.4% | $1,961+0.9% | $2,381-16.9% |
| Participant deferral / active EE | $5,845 | $2,301+154.0% | $3,108+88.1% | $3,470+68.5% |
| Admin fee / account holder | $2,639 | $4,223-37.5% | $5,060-47.8% | $4,888-46.0% |