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 | $15,136 | $54,350-72.2% | $82,719-81.7% | $68,494-77.9% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,133 | $2,218-48.9% | $3,009-62.4% | $2,596-56.4% |
| Participant deferral / active EE | $1,904 | $3,246-41.4% | $4,395-56.7% | $4,027-52.7% |
| Admin fee / account holder | $702 | $4,395-84.0% | $5,329-86.8% | $5,403-87.0% |