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 | $37,040 | $65,703-43.6% | $94,224-60.7% | $59,632-37.9% |
| Participation rate | 90.7% | 72.1%+18.6pp | 78.8%+11.9pp | 68.7%+22.0pp |
| Annual return | 0.18% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,776 | $2,021-12.1% | $3,587-50.5% | $2,203-19.4% |
| Participant deferral / active EE | $2,822 | $3,143-10.2% | $4,320-34.7% | $3,192-11.6% |
| Admin fee / account holder | $5,967 | $4,264+39.9% | $6,269-4.8% | $4,297+38.9% |