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 | $25,995 | $47,722-45.5% | $82,719-68.6% | $64,808-59.9% |
| Participation rate | 93.6% | 67.6%+25.9pp | 72.6%+21.0pp | 71.5%+22.1pp |
| Annual return | 0.00% | -13.05%+13.1pp | 701.18%-701.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,379 | $2,179-36.7% | $3,009-54.2% | $2,506-45.0% |
| Participant deferral / active EE | $1,606 | $3,329-51.8% | $4,395-63.5% | $4,310-62.7% |
| Admin fee / account holder | $769 | $143+437.8% | $5,329-85.6% | $188+309.3% |