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 | $14,690 | $73,867-80.1% | $143,757-89.8% | $68,494-78.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,604 | $3,184+13.2% | $4,951-27.2% | $2,596+38.8% |
| Participant deferral / active EE | $8,231 | $3,384+143.2% | $5,637+46.0% | $4,027+104.4% |
| Admin fee / account holder | $467 | $5,755-91.9% | $14,673-96.8% | $5,403-91.4% |