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 4-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 | $39,138 | $45,863-14.7% | $77,024-49.2% | $68,494-42.9% |
| 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 | $3,639 | $1,650+120.6% | $2,812+29.4% | $2,596+40.2% |
| Participant deferral / active EE | $7,154 | $2,962+141.5% | $4,426+61.6% | $4,027+77.6% |
| Admin fee / account holder | $2,623 | $3,041-13.7% | $5,425-51.7% | $5,403-51.5% |