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 | $55,321 | $65,703-15.8% | $94,224-41.3% | $59,632-7.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.04% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,025 | $2,021-49.3% | $3,587-71.4% | $2,203-53.5% |
| Participant deferral / active EE | $4,667 | $3,143+48.5% | $4,320+8.0% | $3,192+46.2% |
| Admin fee / account holder | $3,061 | $4,264-28.2% | $6,269-51.2% | $4,297-28.8% |