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 7-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 | $34,204 | $72,985-53.1% | $28,235+21.1% | $72,985-53.1% |
| Participation rate | 78.4% | 69.5%+8.9pp | 49.9%+28.5pp | 69.5%+8.9pp |
| Annual return | 0.00% | 81.00%-81.0pp | 21.38%-21.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,268 | $2,440-7.0% | $1,240+83.0% | $2,440-7.0% |
| Participant deferral / active EE | $3,270 | $3,607-9.3% | $2,058+58.9% | $3,607-9.3% |
| Admin fee / account holder | $2,207 | $5,124-56.9% | $1,702+29.7% | $5,124-56.9% |