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 | $104,281 | $62,586+66.6% | $76,768+35.8% | $64,186+62.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.75% | -1.95%+10.7pp | 2.43%+6.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $1,064 | $1,832-41.9% | $2,485-57.2% | $2,381-55.3% |
| Participant deferral / active EE | $2,562 | $3,145-18.5% | $3,852-33.5% | $3,470-26.2% |
| Admin fee / account holder | $10,900 | $4,667+133.6% | $6,675+63.3% | $4,888+123.0% |