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 | $50,991 | $56,357-9.5% | $104,294-51.1% | $68,494-25.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,380 | $1,960+21.4% | $3,372-29.4% | $2,596-8.3% |
| Participant deferral / active EE | $5,395 | $3,077+75.3% | $4,625+16.6% | $4,027+34.0% |
| Admin fee / account holder | $386 | $4,903-92.1% | $7,339-94.7% | $5,403-92.9% |