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 | $15,295 | $57,281-73.3% | $86,612-82.3% | $75,163-79.7% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,534 | $2,314+9.5% | $3,022-16.2% | $2,670-5.1% |
| Participant deferral / active EE | $4,083 | $3,318+23.1% | $4,438-8.0% | $4,125-1.0% |
| Admin fee / account holder | $390 | $4,112-90.5% | $5,614-93.1% | $5,651-93.1% |