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 | $57,113 | $75,828-24.7% | $147,614-61.3% | $59,632-4.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.23% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,212 | $3,485-65.2% | $5,564-78.2% | $2,203-45.0% |
| Participant deferral / active EE | $3,697 | $3,130+18.1% | $4,895-24.5% | $3,192+15.8% |
| Admin fee / account holder | $361 | $5,985-94.0% | $11,611-96.9% | $4,297-91.6% |