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 | $58,656 | $167,307-64.9% | $143,757-59.2% | $134,475-56.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,894 | $5,619-66.3% | $4,951-61.7% | $4,740-60.0% |
| Participant deferral / active EE | $3,158 | $6,446-51.0% | $5,637-44.0% | $6,400-50.7% |
| Admin fee / account holder | $354 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |