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 | $65,113 | $73,004-10.8% | $90,749-28.2% | $68,494-4.9% |
| Participation rate | 70.7% | 70.8%-0.1pp | 75.7%-5.0pp | 67.9%+2.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,402 | $2,193-36.1% | $2,921-52.0% | $2,596-46.0% |
| Participant deferral / active EE | $2,903 | $3,627-20.0% | $4,564-36.4% | $4,027-27.9% |
| Admin fee / account holder | $428 | $5,896-92.7% | $8,445-94.9% | $5,403-92.1% |