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 3-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 | $50,475 | $45,566+10.8% | $64,105-21.3% | $59,632-15.4% |
| Participation rate | 78.2% | 60.2%+18.0pp | 68.2%+10.0pp | 68.7%+9.5pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,135 | $934+128.5% | $1,820+17.3% | $2,203-3.1% |
| Participant deferral / active EE | $4,923 | $2,057+139.3% | $2,822+74.5% | $3,192+54.2% |
| Admin fee / account holder | $4,293 | $3,268+31.4% | $4,499-4.6% | $4,297-0.1% |