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 3-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 | $31,167 | $82,664-62.3% | $125,339-75.1% | $68,494-54.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,431 | $3,381-28.1% | $4,814-49.5% | $2,596-6.4% |
| Participant deferral / active EE | $3,666 | $6,110-40.0% | $7,446-50.8% | $4,027-9.0% |
| Admin fee / account holder | $867 | $6,275-86.2% | $10,010-91.3% | $5,403-84.0% |