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 | $15,349 | $133,958-88.5% | $112,228-86.3% | $134,475-88.6% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,483 | $4,038-63.3% | $3,635-59.2% | $4,740-68.7% |
| Participant deferral / active EE | $3,918 | $5,291-25.9% | $4,728-17.1% | $6,400-38.8% |
| Admin fee / account holder | $762 | $7,489-89.8% | $6,410-88.1% | $11,426-93.3% |