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 | $34,843 | $92,222-62.2% | $76,768-54.6% | $135,375-74.3% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 0.46% | 5.46%-5.0pp | 2.43%-2.0pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,657 | $3,216-48.5% | $2,485-33.3% | $4,779-65.3% |
| Participant deferral / active EE | $2,908 | $4,509-35.5% | $3,852-24.5% | $5,609-48.2% |
| Admin fee / account holder | $952 | $10,748-91.1% | $6,675-85.7% | $10,827-91.2% |