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 | $48,574 | $72,177-32.7% | $115,037-57.8% | $59,632-18.5% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | -0.78% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,619 | $2,841-7.8% | $4,608-43.2% | $2,203+18.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $932 | $4,927-81.1% | $8,175-88.6% | $4,297-78.3% |