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 | $38,583 | $77,660-50.3% | $109,143-64.6% | $79,386-51.4% |
| Participation rate | 84.5% | 67.8%+16.7pp | 75.9%+8.7pp | 70.7%+13.8pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $13,365 | $2,797+377.8% | $3,722+259.1% | $2,427+450.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,942 | $732+301.8% | $6,752-56.4% | $626+369.6% |