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 | $95,656 | $71,883+33.1% | $86,677+10.4% | $68,494+39.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -0.08% | 3.52%-3.6pp | 35.91%-36.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,770 | $2,173+27.5% | $2,836-2.3% | $2,596+6.7% |
| Participant deferral / active EE | $5,396 | $3,779+42.8% | $4,656+15.9% | $4,027+34.0% |
| Admin fee / account holder | $8,081 | $6,112+32.2% | $7,493+7.8% | $5,403+49.6% |