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 | $123,407 | $65,703+87.8% | $94,224+31.0% | $59,632+106.9% |
| Participation rate | 72.6% | 72.1%+0.5pp | 78.8%-6.2pp | 68.7%+3.9pp |
| Annual return | 0.96% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,805 | $3,143+84.7% | $4,320+34.4% | $3,192+81.9% |
| Admin fee / account holder | $829 | $4,264-80.6% | $6,269-86.8% | $4,297-80.7% |