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 | $24,218 | $45,863-47.2% | $77,024-68.6% | $68,494-64.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -16.82% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,182 | $1,650-28.3% | $2,812-58.0% | $2,596-54.5% |
| Participant deferral / active EE | $3,716 | $2,962+25.4% | $4,426-16.1% | $4,027-7.7% |
| Admin fee / account holder | $1,983 | $3,041-34.8% | $5,425-63.4% | $5,403-63.3% |