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 4-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 | $19,529 | $105,860-81.6% | $90,749-78.5% | $134,475-85.5% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,506 | $3,462+59.0% | $2,921+88.5% | $4,740+16.2% |
| Participant deferral / active EE | $13,435 | $5,216+157.6% | $4,564+194.4% | $6,400+109.9% |
| Admin fee / account holder | $632 | $13,938-95.5% | $8,445-92.5% | $11,426-94.5% |