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 3-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 | $38,357 | $79,944-52.0% | $98,439-61.0% | $75,163-49.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $964 | $2,264-57.4% | $3,048-68.4% | $2,670-63.9% |
| Participant deferral / active EE | $4,269 | $3,752+13.8% | $4,738-9.9% | $4,125+3.5% |
| Admin fee / account holder | $2,612 | $6,840-61.8% | $8,948-70.8% | $5,651-53.8% |