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 | $99,237 | $69,977+41.8% | $108,579-8.6% | $62,891+57.8% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.3pp | 69.3%+23.6pp |
| Annual return | 6.27% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,647 | $2,135+164.5% | $3,758+50.3% | $2,281+147.6% |
| Participant deferral / active EE | $2,165 | $3,165-31.6% | $4,311-49.8% | $3,203-32.4% |
| Admin fee / account holder | $25,248 | $5,076+397.4% | $7,645+230.3% | $4,296+487.8% |