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 | $61,593 | $85,202-27.7% | $172,739-64.3% | $72,985-15.6% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,078 | $3,324-67.6% | $5,143-79.0% | $2,440-55.8% |
| Participant deferral / active EE | $3,825 | $3,260+17.3% | $5,198-26.4% | $3,607+6.0% |
| Admin fee / account holder | $3,223 | $5,884-45.2% | $13,954-76.9% | $5,124-37.1% |