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 | $69,190 | $104,664-33.9% | $85,682-19.2% | $167,490-58.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.69% | 21.45%-9.8pp | 21.49%-9.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $863 | $3,337-74.1% | $2,618-67.0% | $4,837-82.2% |
| Participant deferral / active EE | $5,235 | $4,824+8.5% | $3,923+33.5% | $6,341-17.4% |
| Admin fee / account holder | $30,332 | $10,032+202.3% | $6,873+341.3% | $12,309+146.4% |