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 | $36,912 | $94,529-61.0% | $140,016-73.6% | $64,186-42.5% |
| Participation rate | 88.7% | 84.1%+4.6pp | 87.5%+1.2pp | 69.6%+19.1pp |
| Annual return | 2.90% | 7.77%-4.9pp | 651.12%-648.2pp | 7.63%-4.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,050 | $5,250+34.3% | $6,927+1.8% | $3,470+103.2% |
| Admin fee / account holder | $651 | $6,741-90.3% | $10,705-93.9% | $4,888-86.7% |