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 | $26,743 | $62,672-57.3% | $185,117-85.6% | $70,131-61.9% |
| Participation rate | 76.3% | 63.8%+12.5pp | 77.3%-1.0pp | 69.5%+6.7pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,508 | $1,753-14.0% | $4,182-63.9% | $2,342-35.6% |
| Participant deferral / active EE | $3,284 | $3,272+0.4% | $5,045-34.9% | $3,332-1.4% |
| Admin fee / account holder | $361 | $3,932-90.8% | $8,159-95.6% | $4,645-92.2% |