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 | $75,966 | $64,119+18.5% | $112,228-32.3% | $66,914+13.5% |
| Participation rate | 98.3% | 68.5%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $10,340 | $3,005+244.1% | $3,635+184.5% | $2,544+306.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9,577 | $625+1431.8% | $6,410+49.4% | $593+1514.3% |