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 | $26,981 | $64,707-58.3% | $112,228-76.0% | $68,494-60.6% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,292 | $2,746-16.5% | $3,635-36.9% | $2,596-11.7% |
| Participant deferral / active EE | $3,013 | $3,565-15.5% | $4,728-36.3% | $4,027-25.2% |
| Admin fee / account holder | $9,594 | $5,232+83.4% | $6,410+49.7% | $5,403+77.6% |