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 | $47,021 | $58,320-19.4% | $86,436-45.6% | $66,914-29.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | 0.14% | -9.71%+9.8pp | 4394.89%-4394.8pp | 1.58%-1.4pp |
| Employer contribution / active EE | $2,131 | $2,615-18.5% | $3,769-43.5% | $2,544-16.2% |
| Participant deferral / active EE | $8,125 | $6,899+17.8% | $6,952+16.9% | $4,237+91.8% |
| Admin fee / account holder | $7,118 | $546+1203.9% | $6,731+5.7% | $593+1099.8% |