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 | $44,435 | $95,416-53.4% | $185,823-76.1% | $85,850-48.2% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,098 | $3,314-66.9% | $5,167-78.8% | $2,565-57.2% |
| Participant deferral / active EE | $4,374 | $3,423+27.8% | $5,568-21.5% | $3,952+10.7% |
| Admin fee / account holder | $604 | $7,213-91.6% | $16,237-96.3% | $6,260-90.4% |