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 | $21,081 | $82,664-74.5% | $125,339-83.2% | $68,494-69.2% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $11,043 | $3,381+226.6% | $4,814+129.4% | $2,596+325.4% |
| Participant deferral / active EE | $9,185 | $6,110+50.3% | $7,446+23.4% | $4,027+128.1% |
| Admin fee / account holder | $387 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |