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 | $78,046 | $82,664-5.6% | $125,339-37.7% | $68,494+13.9% |
| Participation rate | 76.8% | 75.0%+1.7pp | 82.4%-5.6pp | 67.9%+8.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,677 | $3,381-50.4% | $4,814-65.2% | $2,596-35.4% |
| Participant deferral / active EE | $2,687 | $6,110-56.0% | $7,446-63.9% | $4,027-33.3% |
| Admin fee / account holder | $390 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |