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 | $51,711 | $45,865+12.7% | $40,757+26.9% | $125,391-58.8% |
| Participation rate | 0.0% | 84.2%-84.2pp | 79.3%-79.3pp | 83.2%-83.2pp |
| Annual return | 1.48% | -1.32%+2.8pp | -0.50%+2.0pp | 282.22%-280.7pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $29,004 | $5,763+403.3% | $4,272+579.0% | $9,540+204.0% |