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 3-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 | $43,013 | $71,883-40.2% | $86,677-50.4% | $68,494-37.2% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,724 | $2,173-20.7% | $2,836-39.2% | $2,596-33.6% |
| Participant deferral / active EE | $3,161 | $3,779-16.4% | $4,656-32.1% | $4,027-21.5% |
| Admin fee / account holder | $977 | $6,112-84.0% | $7,493-87.0% | $5,403-81.9% |