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 3-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 | $128,414 | $105,126+22.2% | $94,646+35.7% | $139,434-7.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,863 | $4,106-54.6% | $3,672-49.3% | $4,751-60.8% |
| Participant deferral / active EE | $8,560 | $7,599+12.6% | $7,418+15.4% | $6,710+27.6% |
| Admin fee / account holder | $14,039 | $8,984+56.3% | $7,231+94.2% | $11,403+23.1% |