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 | $35,627 | $84,695-57.9% | $73,843-51.8% | $125,391-71.6% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 0.63% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $102 | $3,123-96.7% | $2,787-96.3% | $4,866-97.9% |
| Participant deferral / active EE | $4,650 | $3,992+16.5% | $3,583+29.8% | $5,352-13.1% |
| Admin fee / account holder | $26,010 | $5,691+357.0% | $4,880+433.0% | $9,540+172.6% |