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 | $37,731 | $81,900-53.9% | $119,609-68.5% | $68,494-44.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 1.65% | -23.82%+25.5pp | -14.97%+16.6pp | -7.84%+9.5pp |
| Employer contribution / active EE | $1,784 | $2,693-33.7% | $4,232-57.8% | $2,596-31.3% |
| Participant deferral / active EE | $4,975 | $4,148+20.0% | $5,602-11.2% | $4,027+23.5% |
| Admin fee / account holder | $2,829 | $6,582-57.0% | $10,323-72.6% | $5,403-47.6% |