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 | $44,998 | $59,805-24.8% | $79,550-43.4% | $68,494-34.3% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | 2.25% | -12.30%+14.5pp | 0.16%+2.1pp | -7.84%+10.1pp |
| Employer contribution / active EE | $637 | $1,505-57.6% | $2,413-73.6% | $2,596-75.4% |
| Participant deferral / active EE | $3,223 | $3,024+6.6% | $3,985-19.1% | $4,027-20.0% |
| Admin fee / account holder | $14,881 | $4,835+207.8% | $6,832+117.8% | $5,403+175.4% |