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 | $73,384 | $77,899-5.8% | $149,673-51.0% | $75,163-2.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.35% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $438 | $3,137-86.0% | $4,818-90.9% | $2,670-83.6% |
| Participant deferral / active EE | $4,167 | $3,411+22.2% | $5,680-26.6% | $4,125+1.0% |
| Admin fee / account holder | $38,164 | $5,956+540.7% | $13,210+188.9% | $5,651+575.4% |