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 | $89,486 | $92,222-3.0% | $76,768+16.6% | $135,375-33.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 0.49% | 5.46%-5.0pp | 2.43%-1.9pp | 519.73%-519.2pp |
| Employer contribution / active EE | $2,500 | $3,216-22.3% | $2,485+0.6% | $4,779-47.7% |
| Participant deferral / active EE | $3,230 | $4,509-28.4% | $3,852-16.1% | $5,609-42.4% |
| Admin fee / account holder | $241,449 | $10,748+2146.4% | $6,675+3517.3% | $10,827+2130.1% |