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 | $35,888 | $64,707-44.5% | $112,228-68.0% | $68,494-47.6% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $945 | $2,746-65.6% | $3,635-74.0% | $2,596-63.6% |
| Participant deferral / active EE | $1,617 | $3,565-54.7% | $4,728-65.8% | $4,027-59.9% |
| Admin fee / account holder | $2,347 | $5,232-55.2% | $6,410-63.4% | $5,403-56.6% |