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 8-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 | $66,294 | $57,354+15.6% | $83,848-20.9% | $64,186+3.3% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $709 | $2,545-72.2% | $3,631-80.5% | $2,381-70.2% |
| Participant deferral / active EE | $2,758 | $2,993-7.9% | $4,082-32.4% | $3,470-20.5% |
| Admin fee / account holder | $21,141 | $4,046+422.6% | $5,478+285.9% | $4,888+332.5% |