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 | $62,280 | $56,484+10.3% | $169,463-63.2% | $64,186-3.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 2.51% | -1.55%+4.1pp | 1.83%+0.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $4,986 | $1,832+172.1% | $4,159+19.9% | $2,381+109.4% |
| Participant deferral / active EE | $8,754 | $3,448+153.9% | $5,277+65.9% | $3,470+152.3% |
| Admin fee / account holder | $3,932 | $4,174-5.8% | $9,109-56.8% | $4,888-19.6% |