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 | $67,822 | $92,222-26.5% | $76,768-11.7% | $135,375-49.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.17% | 5.46%-4.3pp | 2.43%-1.3pp | 519.73%-518.6pp |
| Employer contribution / active EE | $2,252 | $3,216-30.0% | $2,485-9.4% | $4,779-52.9% |
| Participant deferral / active EE | $6,570 | $4,509+45.7% | $3,852+70.6% | $5,609+17.1% |
| Admin fee / account holder | $3,153 | $10,748-70.7% | $6,675-52.8% | $10,827-70.9% |