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 | $86,517 | $95,971-9.9% | $74,550+16.1% | $135,375-36.1% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,421 | $2,716-47.7% | $1,961-27.5% | $4,779-70.3% |
| Participant deferral / active EE | $3,825 | $3,843-0.5% | $3,108+23.1% | $5,609-31.8% |
| Admin fee / account holder | $2,684 | $6,522-58.8% | $5,060-46.9% | $10,827-75.2% |