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 | $36,008 | $75,828-52.5% | $147,614-75.6% | $59,632-39.6% |
| Participation rate | 84.1% | 71.6%+12.5pp | 84.6%-0.5pp | 68.7%+15.4pp |
| Annual return | 1.84% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,650 | $3,485-52.6% | $5,564-70.3% | $2,203-25.1% |
| Participant deferral / active EE | $2,060 | $3,130-34.2% | $4,895-57.9% | $3,192-35.5% |
| Admin fee / account holder | $2,660 | $5,985-55.5% | $11,611-77.1% | $4,297-38.1% |