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 8-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 | $34,374 | $94,529-63.6% | $140,016-75.4% | $64,186-46.4% |
| Participation rate | 76.0% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,104 | $3,812-44.8% | $5,606-62.5% | $2,381-11.6% |
| Participant deferral / active EE | $2,812 | $5,250-46.4% | $6,927-59.4% | $3,470-18.9% |
| Admin fee / account holder | $626 | $6,741-90.7% | $10,705-94.2% | $4,888-87.2% |