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 | $31,047 | $73,867-58.0% | $143,757-78.4% | $68,494-54.7% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,573 | $3,184-19.2% | $4,951-48.0% | $2,596-0.9% |
| Participant deferral / active EE | $1,772 | $3,384-47.6% | $5,637-68.6% | $4,027-56.0% |
| Admin fee / account holder | $7,322 | $5,755+27.2% | $14,673-50.1% | $5,403+35.5% |