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 7-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 | $79,624 | $57,354+38.8% | $83,848-5.0% | $64,186+24.1% |
| Participation rate | 85.3% | 68.6%+16.7pp | 76.1%+9.1pp | 69.6%+15.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,851 | $2,545-27.3% | $3,631-49.0% | $2,381-22.3% |
| Participant deferral / active EE | $2,113 | $2,993-29.4% | $4,082-48.2% | $3,470-39.1% |
| Admin fee / account holder | $10,013 | $4,046+147.5% | $5,478+82.8% | $4,888+104.8% |