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 6-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 | $49,291 | $72,277-31.8% | $101,248-51.3% | $79,858-38.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,837 | $2,692+5.4% | $3,660-22.5% | $2,471+14.8% |
| Participant deferral / active EE | $5,954 | $3,282+81.4% | $4,370+36.2% | $3,740+59.2% |
| Admin fee / account holder | $500 | $4,400-88.6% | $5,945-91.6% | $5,306-90.6% |