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 | $63,025 | $86,699-27.3% | $73,307-14.0% | $125,391-49.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.69% | 2.78%-1.1pp | 5.67%-4.0pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,302 | $4,152-68.7% | $3,237-59.8% | $4,866-73.3% |
| Participant deferral / active EE | $3,231 | $5,550-41.8% | $4,991-35.3% | $5,352-39.6% |
| Admin fee / account holder | $1,075 | $7,771-86.2% | $5,637-80.9% | $9,540-88.7% |