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 | $46,883 | $59,839-21.7% | $81,983-42.8% | $79,858-41.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $643 | $1,713-62.5% | $2,498-74.2% | $2,471-74.0% |
| Participant deferral / active EE | $2,295 | $2,695-14.8% | $3,722-38.3% | $3,740-38.6% |
| Admin fee / account holder | $681 | $4,287-84.1% | $5,664-88.0% | $5,306-87.2% |