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 | $40,863 | $73,867-44.7% | $143,757-71.6% | $68,494-40.3% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -11.60% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,904 | $3,184-40.2% | $4,951-61.6% | $2,596-26.7% |
| Participant deferral / active EE | $4,828 | $3,384+42.6% | $5,637-14.4% | $4,027+19.9% |
| Admin fee / account holder | $11,146 | $5,755+93.7% | $14,673-24.0% | $5,403+106.3% |