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 8-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 | $30,599 | $58,083-47.3% | $80,019-61.8% | $56,287-45.6% |
| Participation rate | 76.7% | 73.6%+3.1pp | 75.8%+0.9pp | 69.9%+6.8pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,718 | $1,932+92.4% | $2,468+50.6% | $2,111+76.1% |
| Participant deferral / active EE | $9,572 | $3,135+205.3% | $3,686+159.7% | $3,350+185.7% |
| Admin fee / account holder | $1,557 | $623+150.1% | $6,521-76.1% | $521+198.9% |