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 | $36,098 | $58,828-38.6% | $77,999-53.7% | $62,891-42.6% |
| Participation rate | 72.1% | 71.1%+1.0pp | 75.5%-3.4pp | 69.3%+2.8pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,685 | $1,672+60.6% | $2,470+8.7% | $2,281+17.7% |
| Participant deferral / active EE | $6,072 | $2,686+126.1% | $3,497+73.6% | $3,203+89.6% |
| Admin fee / account holder | $3,496 | $4,393-20.4% | $5,480-36.2% | $4,296-18.6% |