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 | $60,145 | $127,100-52.7% | $105,738-43.1% | $135,375-55.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,945 | $4,107-52.6% | $3,268-40.5% | $4,779-59.3% |
| Participant deferral / active EE | $7,070 | $5,064+39.6% | $4,080+73.3% | $5,609+26.1% |
| Admin fee / account holder | $415 | $9,087-95.4% | $6,913-94.0% | $10,827-96.2% |