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 | $81,571 | $91,911-11.3% | $68,793+18.6% | $135,375-39.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 12.38% | -8.22%+20.6pp | -4.63%+17.0pp | 519.73%-507.3pp |
| Employer contribution / active EE | $440 | $3,924-88.8% | $2,625-83.2% | $4,779-90.8% |
| Participant deferral / active EE | $3,333 | $4,315-22.8% | $3,311+0.7% | $5,609-40.6% |
| Admin fee / account holder | $120,158 | $9,240+1200.3% | $5,131+2242.0% | $10,827+1009.8% |