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 | $119,710 | $62,586+91.3% | $76,768+55.9% | $64,186+86.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 2.10% | -1.95%+4.0pp | 2.43%-0.3pp | 7.63%-5.5pp |
| Employer contribution / active EE | $4,457 | $1,832+143.3% | $2,485+79.4% | $2,381+87.2% |
| Participant deferral / active EE | $2,747 | $3,145-12.6% | $3,852-28.7% | $3,470-20.8% |
| Admin fee / account holder | $20,498 | $4,667+339.2% | $6,675+207.1% | $4,888+319.3% |