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 8-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 | $15,537 | $49,177-68.4% | $79,464-80.4% | $64,186-75.8% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.6%+28.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,146 | $2,076-44.8% | $2,800-59.1% | $2,381-51.9% |
| Participant deferral / active EE | $1,356 | $2,821-51.9% | $3,704-63.4% | $3,470-60.9% |
| Admin fee / account holder | $1,005 | $3,839-73.8% | $5,113-80.4% | $4,888-79.4% |