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 | $116,615 | $103,949+12.2% | $69,182+68.6% | $273,961-57.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.12% | 35.28%-29.2pp | -21.93%+28.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $776 | $1,783-56.5% | $1,206-35.7% | $4,869-84.1% |
| Participant deferral / active EE | $1,052 | $2,716-61.3% | $1,897-44.5% | $5,287-80.1% |
| Admin fee / account holder | $39,481 | $3,671+975.6% | $2,697+1364.0% | $10,132+289.7% |