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 | $25,220 | $65,061-61.2% | $143,757-82.5% | $66,914-62.3% |
| Participation rate | 79.2% | 65.2%+14.0pp | 80.3%-1.1pp | 69.8%+9.4pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,594 | $2,361-32.5% | $4,951-67.8% | $2,544-37.3% |
| Participant deferral / active EE | $2,964 | $2,919+1.5% | $5,637-47.4% | $4,237-30.0% |
| Admin fee / account holder | $1,546 | $502+208.1% | $14,673-89.5% | $593+160.7% |