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 | $59,617 | $123,793-51.8% | $177,821-66.5% | $79,858-25.3% |
| Participation rate | 78.8% | 84.7%-5.9pp | 87.7%-8.9pp | 69.6%+9.2pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,828 | $4,095-55.4% | $5,918-69.1% | $2,471-26.0% |
| Participant deferral / active EE | $3,473 | $5,956-41.7% | $7,714-55.0% | $3,740-7.1% |
| Admin fee / account holder | $2,535 | $7,243-65.0% | $12,427-79.6% | $5,306-52.2% |