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 3-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 | $39,103 | $80,968-51.7% | $96,544-59.5% | $75,163-48.0% |
| Participation rate | 76.2% | 71.8%+4.4pp | 76.0%+0.2pp | 67.2%+9.0pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,400 | $2,282+5.2% | $2,965-19.1% | $2,670-10.1% |
| Participant deferral / active EE | $4,308 | $3,928+9.7% | $4,851-11.2% | $4,125+4.4% |
| Admin fee / account holder | $879 | $6,724-86.9% | $8,252-89.4% | $5,651-84.4% |