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 | $17,790 | $56,897-68.7% | $84,750-79.0% | $62,891-71.7% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,096 | $2,400-12.6% | $3,574-41.3% | $2,281-8.1% |
| Participant deferral / active EE | $3,618 | $2,709+33.5% | $3,712-2.5% | $3,203+13.0% |
| Admin fee / account holder | $432 | $3,581-87.9% | $5,332-91.9% | $4,296-89.9% |