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 | $95,570 | $62,586+52.7% | $76,768+24.5% | $64,186+48.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.19% | -1.95%+0.8pp | 2.43%-3.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $938 | $1,832-48.8% | $2,485-62.3% | $2,381-60.6% |
| Participant deferral / active EE | $2,140 | $3,145-31.9% | $3,852-44.4% | $3,470-38.3% |
| Admin fee / account holder | $3,363 | $4,667-27.9% | $6,675-49.6% | $4,888-31.2% |