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 | $57,511 | $95,971-40.1% | $74,550-22.9% | $135,375-57.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,790 | $2,716-34.1% | $1,961-8.7% | $4,779-62.5% |
| Participant deferral / active EE | $4,579 | $3,843+19.1% | $3,108+47.3% | $5,609-18.4% |
| Admin fee / account holder | $471 | $6,522-92.8% | $5,060-90.7% | $10,827-95.6% |