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 | $29,593 | $93,571-68.4% | $135,903-78.2% | $75,163-60.6% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.6pp | 67.2%+28.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,784 | $3,537-49.6% | $4,856-63.3% | $2,670-33.2% |
| Participant deferral / active EE | $4,972 | $6,404-22.4% | $7,758-35.9% | $4,125+20.5% |
| Admin fee / account holder | $1,841 | $6,975-73.6% | $10,762-82.9% | $5,651-67.4% |