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 | $25,973 | $49,177-47.2% | $79,464-67.3% | $64,186-59.5% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $731 | $2,076-64.8% | $2,800-73.9% | $2,381-69.3% |
| Participant deferral / active EE | $2,243 | $2,821-20.5% | $3,704-39.4% | $3,470-35.4% |
| Admin fee / account holder | $1,733 | $3,839-54.9% | $5,113-66.1% | $4,888-64.5% |