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 | $61,097 | $45,863+33.2% | $77,024-20.7% | $68,494-10.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,584 | $1,650+56.7% | $2,812-8.1% | $2,596-0.5% |
| Participant deferral / active EE | $4,675 | $2,962+57.8% | $4,426+5.6% | $4,027+16.1% |
| Admin fee / account holder | $2,853 | $3,041-6.2% | $5,425-47.4% | $5,403-47.2% |