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 | $58,314 | $82,032-28.9% | $123,104-52.6% | $59,632-2.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 86.8%+3.2pp | 68.7%+21.3pp |
| Annual return | 0.07% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,747 | $3,297-47.0% | $5,151-66.1% | $2,203-20.7% |
| Participant deferral / active EE | $2,560 | $4,667-45.1% | $6,230-58.9% | $3,192-19.8% |
| Admin fee / account holder | $1,660 | $5,881-71.8% | $9,015-81.6% | $4,297-61.4% |