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 | $53,732 | $88,707-39.4% | $74,183-27.6% | $273,961-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.79% | 11.94%-9.2pp | 17.74%-14.9pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,769 | $3,159-44.0% | $2,370-25.3% | $4,869-63.7% |
| Participant deferral / active EE | $3,599 | $4,212-14.5% | $3,550+1.4% | $5,287-31.9% |
| Admin fee / account holder | $909 | $8,717-89.6% | $5,586-83.7% | $10,132-91.0% |