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 | $43,305 | $45,035-3.8% | $62,995-31.3% | $70,131-38.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,632 | $2,051-20.4% | $2,759-40.8% | $2,342-30.3% |
| Participant deferral / active EE | $1,648 | $2,465-33.2% | $3,329-50.5% | $3,332-50.5% |
| Admin fee / account holder | $2,618 | $2,834-7.6% | $3,600-27.3% | $4,645-43.6% |