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 | $37,475 | $72,404-48.2% | $110,238-66.0% | $64,186-41.6% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.2pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,471 | $2,282+8.3% | $3,826-35.4% | $2,381+3.8% |
| Participant deferral / active EE | $4,898 | $3,469+41.2% | $4,672+4.8% | $3,470+41.2% |
| Admin fee / account holder | $1,119 | $5,664-80.2% | $8,547-86.9% | $4,888-77.1% |