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 | $82,982 | $80,717+2.8% | $154,803-46.4% | $84,808-2.2% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.0pp | 68.3%+15.8pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,147 | $2,761-22.3% | $4,305-50.1% | $2,631-18.4% |
| Participant deferral / active EE | $5,378 | $3,303+62.8% | $5,540-2.9% | $4,212+27.7% |
| Admin fee / account holder | $4,668 | $6,746-30.8% | $14,329-67.4% | $7,344-36.4% |