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 | $61,481 | $92,222-33.3% | $76,768-19.9% | $135,375-54.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.79% | 5.46%-4.7pp | 2.43%-1.6pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,464 | $3,216-54.5% | $2,485-41.1% | $4,779-69.4% |
| Participant deferral / active EE | $5,821 | $4,509+29.1% | $3,852+51.1% | $5,609+3.8% |
| Admin fee / account holder | $1,856 | $10,748-82.7% | $6,675-72.2% | $10,827-82.9% |