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 | $49,349 | $60,349-18.2% | $74,183-33.5% | $62,891-21.5% |
| Participation rate | 81.1% | 72.7%+8.4pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,640 | $2,856-42.6% | $3,550-53.8% | $3,203-48.8% |
| Admin fee / account holder | $2,715 | $4,261-36.3% | $5,586-51.4% | $4,296-36.8% |