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 7-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 | $57,751 | $65,703-12.1% | $94,224-38.7% | $59,632-3.2% |
| Participation rate | 80.6% | 72.1%+8.4pp | 78.8%+1.8pp | 68.7%+11.9pp |
| Annual return | 0.19% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,402 | $2,021-30.6% | $3,587-60.9% | $2,203-36.3% |
| Participant deferral / active EE | $2,212 | $3,143-29.6% | $4,320-48.8% | $3,192-30.7% |
| Admin fee / account holder | $3,832 | $4,264-10.1% | $6,269-38.9% | $4,297-10.8% |