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 | $32,777 | $92,222-64.5% | $76,768-57.3% | $135,375-75.8% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,321 | $3,216-27.8% | $2,485-6.6% | $4,779-51.4% |
| Participant deferral / active EE | $5,182 | $4,509+14.9% | $3,852+34.5% | $5,609-7.6% |
| Admin fee / account holder | $545 | $10,748-94.9% | $6,675-91.8% | $10,827-95.0% |