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 | $85,440 | $127,100-32.8% | $105,738-19.2% | $135,375-36.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.19% | 4.49%-4.3pp | 6.27%-6.1pp | 519.73%-519.5pp |
| Employer contribution / active EE | $1,657 | $4,107-59.7% | $3,268-49.3% | $4,779-65.3% |
| Participant deferral / active EE | $3,493 | $5,064-31.0% | $4,080-14.4% | $5,609-37.7% |
| Admin fee / account holder | $3,904 | $9,087-57.0% | $6,913-43.5% | $10,827-63.9% |