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 | $90,591 | $49,177+84.2% | $79,464+14.0% | $64,186+41.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.79% | -1.16%+8.0pp | 718.14%-711.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $2,884 | $2,076+38.9% | $2,800+3.0% | $2,381+21.1% |
| Participant deferral / active EE | $2,974 | $2,821+5.4% | $3,704-19.7% | $3,470-14.3% |
| Admin fee / account holder | $5,453 | $3,839+42.0% | $5,113+6.7% | $4,888+11.6% |