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 | $82,540 | $154,228-46.5% | $145,433-43.2% | $137,256-39.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,019 | $4,804-78.8% | $4,554-77.6% | $4,156-75.5% |
| Participant deferral / active EE | $3,011 | $8,216-63.3% | $7,897-61.9% | $6,407-53.0% |
| Admin fee / account holder | $79,713 | $14,344+455.7% | $13,129+507.1% | $12,270+549.6% |