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 | $43,454 | $94,529-54.0% | $140,016-69.0% | $64,186-32.3% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -1.35% | 7.77%-9.1pp | 651.12%-652.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,240 | $3,812-41.3% | $5,606-60.0% | $2,381-5.9% |
| Participant deferral / active EE | $2,636 | $5,250-49.8% | $6,927-61.9% | $3,470-24.0% |
| Admin fee / account holder | $8,848 | $6,741+31.3% | $10,705-17.4% | $4,888+81.0% |