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 | $96,618 | $92,222+4.8% | $76,768+25.9% | $135,375-28.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.34% | 5.46%-4.1pp | 2.43%-1.1pp | 519.73%-518.4pp |
| Employer contribution / active EE | $11,525 | $3,216+258.4% | $2,485+363.7% | $4,779+141.2% |
| Participant deferral / active EE | $6,557 | $4,509+45.4% | $3,852+70.2% | $5,609+16.9% |
| Admin fee / account holder | $520 | $10,748-95.2% | $6,675-92.2% | $10,827-95.2% |