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 | $27,626 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,838 | $5,619-13.9% | $4,951-2.3% | $4,740+2.1% |
| Participant deferral / active EE | $19,679 | $6,446+205.3% | $5,637+249.1% | $6,400+207.5% |
| Admin fee / account holder | $1,056 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |