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 | $26,175 | $57,354-54.4% | $83,848-68.8% | $64,186-59.2% |
| Participation rate | 80.5% | 68.6%+11.9pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,131 | $2,545-16.3% | $3,631-41.3% | $2,381-10.5% |
| Participant deferral / active EE | $4,012 | $2,993+34.0% | $4,082-1.7% | $3,470+15.6% |
| Admin fee / account holder | $305 | $4,046-92.4% | $5,478-94.4% | $4,888-93.8% |