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 | $52,187 | $86,699-39.8% | $73,307-28.8% | $125,391-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.15% | 2.78%-1.6pp | 5.67%-4.5pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,452 | $4,152-41.0% | $3,237-24.3% | $4,866-49.6% |
| Participant deferral / active EE | $7,225 | $5,550+30.2% | $4,991+44.8% | $5,352+35.0% |
| Admin fee / account holder | $1,560 | $7,771-79.9% | $5,637-72.3% | $9,540-83.6% |