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 | $37,174 | $56,897-34.7% | $84,750-56.1% | $62,891-40.9% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,567 | $2,400+7.0% | $3,574-28.2% | $2,281+12.5% |
| Participant deferral / active EE | $4,582 | $2,709+69.1% | $3,712+23.4% | $3,203+43.0% |
| Admin fee / account holder | $929 | $3,581-74.1% | $5,332-82.6% | $4,296-78.4% |