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 | $112,833 | $71,883+57.0% | $86,677+30.2% | $68,494+64.7% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,762 | $2,173-18.9% | $2,836-37.9% | $2,596-32.2% |
| Participant deferral / active EE | $3,438 | $3,779-9.0% | $4,656-26.2% | $4,027-14.6% |
| Admin fee / account holder | $7,258 | $6,112+18.7% | $7,493-3.1% | $5,403+34.3% |