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 | $28,073 | $93,571-70.0% | $135,903-79.3% | $75,163-62.7% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,545 | $3,537-28.0% | $4,856-47.6% | $2,670-4.7% |
| Participant deferral / active EE | $3,813 | $6,404-40.5% | $7,758-50.8% | $4,125-7.6% |
| Admin fee / account holder | $2,444 | $6,975-65.0% | $10,762-77.3% | $5,651-56.8% |