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 | $60,067 | $69,518-13.6% | $59,878+0.3% | $135,375-55.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.75% | 7.94%-7.2pp | 3.46%-2.7pp | 519.73%-519.0pp |
| Employer contribution / active EE | $1,750 | $3,235-45.9% | $2,722-35.7% | $4,779-63.4% |
| Participant deferral / active EE | $16,450 | $4,206+291.1% | $3,402+383.6% | $5,609+193.3% |
| Admin fee / account holder | $453 | $5,734-92.1% | $3,590-87.4% | $10,827-95.8% |