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 3-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 | $28,467 | $71,883-60.4% | $86,677-67.2% | $68,494-58.4% |
| Participation rate | 95.6% | 72.2%+23.4pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,881 | $2,173-13.4% | $2,836-33.7% | $2,596-27.6% |
| Participant deferral / active EE | $4,343 | $3,779+14.9% | $4,656-6.7% | $4,027+7.9% |
| Admin fee / account holder | $1,274 | $6,112-79.1% | $7,493-83.0% | $5,403-76.4% |