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 | $56,970 | $58,512-2.6% | $84,015-32.2% | $72,985-21.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $756 | $1,163-35.0% | $1,983-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $2,845 | $2,394+18.8% | $3,239-12.2% | $3,607-21.1% |
| Admin fee / account holder | $1,975 | $4,569-56.8% | $6,101-67.6% | $5,124-61.5% |