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 | $71,916 | $94,529-23.9% | $140,016-48.6% | $64,186+12.0% |
| Participation rate | 75.9% | 84.1%-8.2pp | 87.5%-11.6pp | 69.6%+6.3pp |
| Annual return | 0.60% | 7.77%-7.2pp | 651.12%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,368 | $3,812-64.1% | $5,606-75.6% | $2,381-42.6% |
| Participant deferral / active EE | $2,923 | $5,250-44.3% | $6,927-57.8% | $3,470-15.8% |
| Admin fee / account holder | $4,819 | $6,741-28.5% | $10,705-55.0% | $4,888-1.4% |