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 | $25,796 | $57,065-54.8% | $75,670-65.9% | $70,131-63.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,184 | $1,817+20.2% | $2,352-7.1% | $2,342-6.8% |
| Participant deferral / active EE | $3,793 | $2,580+47.0% | $3,142+20.7% | $3,332+13.8% |
| Admin fee / account holder | $845 | $3,825-77.9% | $5,800-85.4% | $4,645-81.8% |