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 | $72,073 | $84,527-14.7% | $67,711+6.4% | $125,391-42.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 6.24% | 2.57%+3.7pp | 25.41%-19.2pp | 282.22%-276.0pp |
| Employer contribution / active EE | $710 | $3,292-78.4% | $2,559-72.2% | $4,866-85.4% |
| Participant deferral / active EE | $7,315 | $4,429+65.1% | $3,585+104.0% | $5,352+36.7% |
| Admin fee / account holder | $2,287 | $5,340-57.2% | $4,255-46.2% | $9,540-76.0% |