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 | $43,121 | $94,529-54.4% | $140,016-69.2% | $64,186-32.8% |
| Participation rate | 94.9% | 84.1%+10.8pp | 87.5%+7.4pp | 69.6%+25.3pp |
| Annual return | -6.18% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,818 | $3,812-52.3% | $5,606-67.6% | $2,381-23.6% |
| Participant deferral / active EE | $3,214 | $5,250-38.8% | $6,927-53.6% | $3,470-7.4% |
| Admin fee / account holder | $1,325 | $6,741-80.3% | $10,705-87.6% | $4,888-72.9% |