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 | $59,087 | $32,037+84.4% | $69,182-14.6% | $62,891-6.0% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 7.15% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $833 | $679+22.6% | $1,206-31.0% | $2,281-63.5% |
| Participant deferral / active EE | $1,972 | $1,185+66.4% | $1,897+4.0% | $3,203-38.4% |
| Admin fee / account holder | $772 | $2,608-70.4% | $2,697-71.4% | $4,296-82.0% |