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 | $91,923 | $87,540+5.0% | $75,781+21.3% | $125,391-26.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $860 | $3,930-78.1% | $3,323-74.1% | $4,866-82.3% |
| Participant deferral / active EE | $2,936 | $4,229-30.6% | $3,651-19.6% | $5,352-45.1% |
| Admin fee / account holder | $59,319 | $6,502+812.3% | $5,299+1019.4% | $9,540+521.8% |