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 | $25,563 | $82,664-69.1% | $125,339-79.6% | $68,494-62.7% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,394 | $3,381-58.8% | $4,814-71.0% | $2,596-46.3% |
| Participant deferral / active EE | $3,135 | $6,110-48.7% | $7,446-57.9% | $4,027-22.1% |
| Admin fee / account holder | $607 | $6,275-90.3% | $10,010-93.9% | $5,403-88.8% |