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 | $227,613 | $62,586+263.7% | $76,768+196.5% | $64,186+254.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 1.31% | -1.95%+3.3pp | 2.43%-1.1pp | 7.63%-6.3pp |
| Employer contribution / active EE | $2,622 | $1,832+43.1% | $2,485+5.5% | $2,381+10.1% |
| Participant deferral / active EE | $5,595 | $3,145+77.9% | $3,852+45.3% | $3,470+61.2% |
| Admin fee / account holder | $9,288 | $4,667+99.0% | $6,675+39.1% | $4,888+90.0% |