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 | $85,400 | $99,032-13.8% | $80,019+6.7% | $135,375-36.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 4.70% | 15.39%-10.7pp | 11.22%-6.5pp | 519.73%-515.0pp |
| Employer contribution / active EE | $1,551 | $3,043-49.0% | $2,468-37.1% | $4,779-67.5% |
| Participant deferral / active EE | $2,883 | $4,282-32.7% | $3,686-21.8% | $5,609-48.6% |
| Admin fee / account holder | $148,162 | $10,436+1319.7% | $6,521+2172.2% | $10,827+1268.4% |