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 | $62,124 | $131,829-52.9% | $108,579-42.8% | $273,961-77.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,510 | $4,912-69.3% | $3,758-59.8% | $4,869-69.0% |
| Participant deferral / active EE | $3,414 | $5,127-33.4% | $4,311-20.8% | $5,287-35.4% |
| Admin fee / account holder | $5,014 | $10,252-51.1% | $7,645-34.4% | $10,132-50.5% |