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 | $59,080 | $149,333-60.4% | $106,387-44.5% | $135,375-56.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 1.23% | 0.52%+0.7pp | 0.25%+1.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,692 | $4,984-66.1% | $3,520-51.9% | $4,779-64.6% |
| Participant deferral / active EE | $4,005 | $7,230-44.6% | $5,421-26.1% | $5,609-28.6% |
| Admin fee / account holder | $6,436 | $15,952-59.7% | $7,510-14.3% | $10,827-40.6% |