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 7-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 | $44,703 | $58,512-23.6% | $84,015-46.8% | $72,985-38.7% |
| Participation rate | 89.3% | 61.2%+28.1pp | 69.0%+20.3pp | 69.5%+19.8pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,081 | $1,163-7.1% | $1,983-45.5% | $2,440-55.7% |
| Participant deferral / active EE | $3,121 | $2,394+30.4% | $3,239-3.6% | $3,607-13.5% |
| Admin fee / account holder | $6,371 | $4,569+39.4% | $6,101+4.4% | $5,124+24.3% |