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 | $106,760 | $62,586+70.6% | $76,768+39.1% | $64,186+66.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 14.20% | -1.95%+16.2pp | 2.43%+11.8pp | 7.63%+6.6pp |
| Employer contribution / active EE | $2,952 | $1,832+61.2% | $2,485+18.8% | $2,381+24.0% |
| Participant deferral / active EE | $9,156 | $3,145+191.2% | $3,852+137.7% | $3,470+163.9% |
| Admin fee / account holder | $6,233 | $4,667+33.6% | $6,675-6.6% | $4,888+27.5% |