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 | $49,662 | $110,094-54.9% | $151,611-67.2% | $68,494-27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,615 | $4,471+3.2% | $6,166-25.1% | $2,596+77.8% |
| Participant deferral / active EE | $10,991 | $6,527+68.4% | $8,363+31.4% | $4,027+172.9% |
| Admin fee / account holder | $709 | $7,719-90.8% | $11,616-93.9% | $5,403-86.9% |