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 | $63,371 | $50,464+25.6% | $75,781-16.4% | $52,331+21.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.99% | 1.03%-2.0pp | 9.68%-10.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $5,082 | $1,988+155.6% | $3,323+52.9% | $1,882+170.1% |
| Participant deferral / active EE | $2,056 | $2,570-20.0% | $3,651-43.7% | $3,022-32.0% |
| Admin fee / account holder | $3,691 | $1,103+234.7% | $5,299-30.3% | $592+524.0% |