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 | $70,676 | $54,350+30.0% | $82,719-14.6% | $68,494+3.2% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,857 | $2,218-16.3% | $3,009-38.3% | $2,596-28.5% |
| Participant deferral / active EE | $3,389 | $3,246+4.4% | $4,395-22.9% | $4,027-15.8% |
| Admin fee / account holder | $865 | $4,395-80.3% | $5,329-83.8% | $5,403-84.0% |