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 | $61,323 | $142,344-56.9% | $119,609-48.7% | $134,475-54.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.77% | -12.44%+13.2pp | -14.97%+15.7pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,483 | $5,222-71.6% | $4,232-65.0% | $4,740-68.7% |
| Participant deferral / active EE | $2,723 | $6,469-57.9% | $5,602-51.4% | $6,400-57.5% |
| Admin fee / account holder | $448 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |