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 | $67,906 | $197,825-65.7% | $155,790-56.4% | $125,391-45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.85% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,850 | $4,847-20.6% | $3,836+0.4% | $4,866-20.9% |
| Participant deferral / active EE | $4,233 | $5,630-24.8% | $4,797-11.8% | $5,352-20.9% |
| Admin fee / account holder | $2,346 | $9,545-75.4% | $7,478-68.6% | $9,540-75.4% |