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 6-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 | $31,865 | $54,762-41.8% | $90,281-64.7% | $72,985-56.3% |
| Participation rate | 85.0% | 65.1%+19.9pp | 73.3%+11.7pp | 69.5%+15.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,563 | $2,092-25.3% | $2,854-45.3% | $2,440-36.0% |
| Participant deferral / active EE | $1,942 | $2,887-32.7% | $3,885-50.0% | $3,607-46.2% |
| Admin fee / account holder | $2,685 | $3,972-32.4% | $5,351-49.8% | $5,124-47.6% |