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 | $50,313 | $94,529-46.8% | $140,016-64.1% | $64,186-21.6% |
| Participation rate | 77.1% | 84.1%-7.0pp | 87.5%-10.4pp | 69.6%+7.5pp |
| Annual return | 0.67% | 7.77%-7.1pp | 651.12%-650.4pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,614 | $3,812-57.7% | $5,606-71.2% | $2,381-32.2% |
| Participant deferral / active EE | $3,180 | $5,250-39.4% | $6,927-54.1% | $3,470-8.4% |
| Admin fee / account holder | $11,370 | $6,741+68.7% | $10,705+6.2% | $4,888+132.6% |