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 | $100,139 | $54,350+84.3% | $82,719+21.1% | $68,494+46.2% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $341 | $2,218-84.6% | $3,009-88.7% | $2,596-86.9% |
| Participant deferral / active EE | $3,755 | $3,246+15.7% | $4,395-14.6% | $4,027-6.8% |
| Admin fee / account holder | $9,911 | $4,395+125.5% | $5,329+86.0% | $5,403+83.4% |