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 | $95,340 | $53,596+77.9% | $90,645+5.2% | $64,186+48.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.34% | 4.41%-9.8pp | 1.88%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,210 | $1,503+47.0% | $2,532-12.7% | $2,381-7.2% |
| Participant deferral / active EE | $3,882 | $2,459+57.9% | $3,425+13.4% | $3,470+11.9% |
| Admin fee / account holder | $557 | $3,868-85.6% | $4,994-88.8% | $4,888-88.6% |