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 | $113,732 | $62,586+81.7% | $76,768+48.1% | $64,186+77.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.89% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,275 | $1,832+133.4% | $2,485+72.0% | $2,381+79.6% |
| Participant deferral / active EE | $6,982 | $3,145+122.0% | $3,852+81.3% | $3,470+101.2% |
| Admin fee / account holder | $17,627 | $4,667+277.7% | $6,675+164.1% | $4,888+260.6% |