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 | $35,380 | $75,828-53.3% | $147,614-76.0% | $59,632-40.7% |
| Participation rate | 88.0% | 71.6%+16.4pp | 84.6%+3.4pp | 68.7%+19.3pp |
| Annual return | 0.24% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,453 | $3,485-29.6% | $5,564-55.9% | $2,203+11.4% |
| Participant deferral / active EE | $4,944 | $3,130+57.9% | $4,895+1.0% | $3,192+54.9% |
| Admin fee / account holder | $492 | $5,985-91.8% | $11,611-95.8% | $4,297-88.6% |