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 | $71,326 | $87,540-18.5% | $75,781-5.9% | $125,391-43.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.52% | 13.48%-13.0pp | 9.68%-9.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $996 | $3,930-74.7% | $3,323-70.0% | $4,866-79.5% |
| Participant deferral / active EE | $3,565 | $4,229-15.7% | $3,651-2.4% | $5,352-33.4% |
| Admin fee / account holder | $4,004 | $6,502-38.4% | $5,299-24.4% | $9,540-58.0% |