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 | $8,895 | $82,286-89.2% | $68,791-87.1% | $134,475-93.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,328 | $3,301+0.8% | $2,655+25.3% | $4,740-29.8% |
| Participant deferral / active EE | $4,806 | $4,739+1.4% | $3,941+21.9% | $6,400-24.9% |
| Admin fee / account holder | $398 | $6,481-93.9% | $4,932-91.9% | $11,426-96.5% |