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 | $71,162 | $82,664-13.9% | $125,339-43.2% | $68,494+3.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -13.97% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,958 | $6,110+46.6% | $7,446+20.3% | $4,027+122.4% |
| Admin fee / account holder | $3,202 | $6,275-49.0% | $10,010-68.0% | $5,403-40.7% |