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 | $22,757 | $83,427-72.7% | $115,756-80.3% | $68,494-66.8% |
| Participation rate | 89.5% | 71.9%+17.6pp | 77.1%+12.4pp | 67.9%+21.6pp |
| Annual return | 0.00% | -10.95%+10.9pp | 143.14%-143.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $6,989 | $3,075+127.3% | $3,793+84.3% | $2,596+169.2% |
| Participant deferral / active EE | $13,020 | $5,355+143.1% | $6,254+108.2% | $4,027+223.3% |
| Admin fee / account holder | $4,139 | $5,708-27.5% | $8,124-49.1% | $5,403-23.4% |