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 | $82,406 | $61,660+33.6% | $80,019+3.0% | $64,186+28.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.79% | -0.33%+12.1pp | 11.22%+0.6pp | 7.63%+4.2pp |
| Employer contribution / active EE | $556 | $1,810-69.3% | $2,468-77.5% | $2,381-76.6% |
| Participant deferral / active EE | $4,138 | $2,968+39.5% | $3,686+12.3% | $3,470+19.3% |
| Admin fee / account holder | $13,239 | $5,417+144.4% | $6,521+103.0% | $4,888+170.9% |