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 | $82,799 | $53,596+54.5% | $90,645-8.7% | $64,186+29.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.90% | 4.41%-9.3pp | 1.88%-6.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,057 | $1,503+36.9% | $2,532-18.7% | $2,381-13.6% |
| Participant deferral / active EE | $5,820 | $2,459+136.7% | $3,425+70.0% | $3,470+67.8% |
| Admin fee / account holder | $9,866 | $3,868+155.1% | $4,994+97.6% | $4,888+101.8% |