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 | $27,592 | $59,332-53.5% | $90,223-69.4% | $59,632-53.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | 0.15% | 3.25%-3.1pp | 1.31%-1.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,879 | $3,031-38.0% | $4,378-57.1% | $2,203-14.7% |
| Participant deferral / active EE | $2,545 | $4,369-41.8% | $5,792-56.1% | $3,192-20.3% |
| Admin fee / account holder | $2,994 | $5,032-40.5% | $7,406-59.6% | $4,297-30.3% |