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 3-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 | $205,074 | $59,107+247.0% | $86,436+137.3% | $68,494+199.4% |
| Participation rate | 91.1% | 75.2%+15.9pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,971 | $2,519-21.7% | $3,769-47.7% | $2,596-24.1% |
| Participant deferral / active EE | $2,880 | $5,901-51.2% | $6,952-58.6% | $4,027-28.5% |
| Admin fee / account holder | $833 | $5,637-85.2% | $6,731-87.6% | $5,403-84.6% |