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 | $120,201 | $62,586+92.1% | $76,768+56.6% | $64,186+87.3% |
| Participation rate | 93.2% | 72.8%+20.4pp | 77.0%+16.3pp | 69.6%+23.7pp |
| Annual return | 5.62% | -1.95%+7.6pp | 2.43%+3.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $9,370 | $1,832+411.5% | $2,485+277.0% | $2,381+293.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,059 | $4,667+137.0% | $6,675+65.7% | $4,888+126.3% |