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 9-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 | $54,188 | $82,523-34.3% | $115,752-53.2% | $70,131-22.7% |
| Participation rate | 98.0% | 74.0%+24.0pp | 77.8%+20.2pp | 69.5%+28.5pp |
| Annual return | 0.00% | 28.22%-28.2pp | 19.41%-19.4pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,487 | $2,758+26.4% | $3,492-0.1% | $2,342+48.9% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,558 | $4,552-21.8% | $6,278-43.3% | $4,645-23.4% |