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 9-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 | $81,244 | $101,069-19.6% | $81,478-0.3% | $147,584-45.0% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,011 | $3,205-37.3% | $2,568-21.7% | $4,876-58.8% |
| Participant deferral / active EE | $3,776 | $4,242-11.0% | $3,537+6.8% | $5,439-30.6% |
| Admin fee / account holder | $1,978 | $5,812-66.0% | $4,561-56.6% | $10,885-81.8% |