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 | $55,220 | $85,202-35.2% | $172,739-68.0% | $72,985-24.3% |
| Participation rate | 78.3% | 70.1%+8.3pp | 82.6%-4.3pp | 69.5%+8.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $981 | $3,324-70.5% | $5,143-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $2,155 | $3,260-33.9% | $5,198-58.5% | $3,607-40.3% |
| Admin fee / account holder | $2,758 | $5,884-53.1% | $13,954-80.2% | $5,124-46.2% |