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 | $43,261 | $167,307-74.1% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,809 | $5,619-67.8% | $4,951-63.5% | $4,740-61.8% |
| Participant deferral / active EE | $4,227 | $6,446-34.4% | $5,637-25.0% | $6,400-34.0% |
| Admin fee / account holder | $1,200 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |