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 7-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 | $54,318 | $43,327+25.4% | $59,878-9.3% | $64,186-15.4% |
| Participation rate | 86.8% | 69.2%+17.7pp | 74.7%+12.1pp | 69.6%+17.3pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,628 | $2,028+128.2% | $2,722+70.0% | $2,381+94.4% |
| Participant deferral / active EE | $1,728 | $2,546-32.1% | $3,402-49.2% | $3,470-50.2% |
| Admin fee / account holder | $8,691 | $3,005+189.2% | $3,590+142.1% | $4,888+77.8% |