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 5-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 | $45,911 | $53,822-14.7% | $75,696-39.3% | $85,850-46.5% |
| Participation rate | 78.9% | 69.1%+9.8pp | 74.8%+4.1pp | 69.3%+9.6pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,915 | $2,017-5.0% | $2,743-30.2% | $2,565-25.3% |
| Participant deferral / active EE | $3,233 | $2,895+11.7% | $3,821-15.4% | $3,952-18.2% |
| Admin fee / account holder | $839 | $3,343-74.9% | $3,619-76.8% | $6,260-86.6% |