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 | $56,249 | $87,540-35.7% | $75,781-25.8% | $125,391-55.1% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | -0.19% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $8,174 | $3,930+108.0% | $3,323+146.0% | $4,866+68.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,440 | $6,502-31.7% | $5,299-16.2% | $9,540-53.5% |