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 | $51,275 | $59,107-13.3% | $86,436-40.7% | $68,494-25.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,996 | $2,519-20.8% | $3,769-47.0% | $2,596-23.1% |
| Participant deferral / active EE | $3,422 | $5,901-42.0% | $6,952-50.8% | $4,027-15.0% |
| Admin fee / account holder | $1,105 | $5,637-80.4% | $6,731-83.6% | $5,403-79.6% |