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 | $99,745 | $92,222+8.2% | $76,768+29.9% | $135,375-26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.89% | 5.46%-4.6pp | 2.43%-1.5pp | 519.73%-518.8pp |
| Employer contribution / active EE | $2,787 | $3,216-13.4% | $2,485+12.1% | $4,779-41.7% |
| Participant deferral / active EE | $5,557 | $4,509+23.3% | $3,852+44.3% | $5,609-0.9% |
| Admin fee / account holder | $43,768 | $10,748+307.2% | $6,675+555.7% | $10,827+304.2% |