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 7-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 | $23,594 | $77,813-69.7% | $123,544-80.9% | $64,186-63.2% |
| Participation rate | 91.8% | 74.7%+17.0pp | 82.3%+9.5pp | 69.6%+22.2pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,826 | $3,014-39.4% | $4,628-60.5% | $2,381-23.3% |
| Participant deferral / active EE | $8,686 | $5,240+65.8% | $6,426+35.2% | $3,470+150.3% |
| Admin fee / account holder | $1,879 | $5,519-66.0% | $9,284-79.8% | $4,888-61.6% |