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 | $38,844 | $59,805-35.0% | $79,550-51.2% | $68,494-43.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,412 | $1,505-6.2% | $2,413-41.5% | $2,596-45.6% |
| Participant deferral / active EE | $1,552 | $3,024-48.7% | $3,985-61.0% | $4,027-61.5% |
| Admin fee / account holder | $4,137 | $4,835-14.4% | $6,832-39.5% | $5,403-23.4% |