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 8-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 | $41,690 | $62,586-33.4% | $76,768-45.7% | $64,186-35.0% |
| Participation rate | 75.8% | 72.8%+2.9pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,212 | $1,832+20.7% | $2,485-11.0% | $2,381-7.1% |
| Participant deferral / active EE | $5,292 | $3,145+68.3% | $3,852+37.4% | $3,470+52.5% |
| Admin fee / account holder | $847 | $4,667-81.9% | $6,675-87.3% | $4,888-82.7% |