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 | $31,732 | $92,703-65.8% | $82,719-61.6% | $134,475-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,388 | $3,274-57.6% | $3,009-53.9% | $4,740-70.7% |
| Participant deferral / active EE | $4,197 | $4,802-12.6% | $4,395-4.5% | $6,400-34.4% |
| Admin fee / account holder | $3,263 | $5,983-45.5% | $5,329-38.8% | $11,426-71.4% |