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 | $91,116 | $62,586+45.6% | $76,768+18.7% | $64,186+42.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.96% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,074 | $1,832-41.4% | $2,485-56.8% | $2,381-54.9% |
| Participant deferral / active EE | $5,492 | $3,145+74.7% | $3,852+42.6% | $3,470+58.3% |
| Admin fee / account holder | $11,370 | $4,667+143.6% | $6,675+70.3% | $4,888+132.6% |