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 | $35,123 | $76,552-54.1% | $123,892-71.6% | $62,891-44.2% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,065 | $2,883-28.4% | $4,617-55.3% | $2,281-9.5% |
| Participant deferral / active EE | $6,757 | $4,840+39.6% | $5,984+12.9% | $3,203+111.0% |
| Admin fee / account holder | $800 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |