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 | $124,309 | $56,357+120.6% | $104,294+19.2% | $68,494+81.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 1.74% | -9.19%+10.9pp | 24.61%-22.9pp | -7.84%+9.6pp |
| Employer contribution / active EE | $3,414 | $1,960+74.2% | $3,372+1.2% | $2,596+31.5% |
| Participant deferral / active EE | $2,847 | $3,077-7.5% | $4,625-38.4% | $4,027-29.3% |
| Admin fee / account holder | $2,735 | $4,903-44.2% | $7,339-62.7% | $5,403-49.4% |