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 | $27,587 | $50,958-45.9% | $74,550-63.0% | $64,186-57.0% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,228 | $1,115+10.1% | $1,961-37.4% | $2,381-48.4% |
| Participant deferral / active EE | $3,309 | $2,301+43.8% | $3,108+6.5% | $3,470-4.6% |
| Admin fee / account holder | $438 | $4,223-89.6% | $5,060-91.4% | $4,888-91.0% |