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 6-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 | $54,349 | $81,900-33.6% | $119,609-54.6% | $68,494-20.7% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,548 | $2,693-42.5% | $4,232-63.4% | $2,596-40.4% |
| Participant deferral / active EE | $4,035 | $4,148-2.7% | $5,602-28.0% | $4,027+0.2% |
| Admin fee / account holder | $872 | $6,582-86.8% | $10,323-91.6% | $5,403-83.9% |