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 | $58,571 | $75,828-22.8% | $147,614-60.3% | $59,632-1.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.32% | 0.37%+1.0pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,622 | $3,485-53.4% | $5,564-70.8% | $2,203-26.3% |
| Participant deferral / active EE | $4,083 | $3,130+30.4% | $4,895-16.6% | $3,192+27.9% |
| Admin fee / account holder | $415 | $5,985-93.1% | $11,611-96.4% | $4,297-90.3% |