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 | $94,899 | $62,586+51.6% | $76,768+23.6% | $64,186+47.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.34% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,192 | $1,832+19.7% | $2,485-11.8% | $2,381-7.9% |
| Participant deferral / active EE | $3,405 | $3,145+8.3% | $3,852-11.6% | $3,470-1.9% |
| Admin fee / account holder | $1,150 | $4,667-75.3% | $6,675-82.8% | $4,888-76.5% |