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 | $45,957 | $138,065-66.7% | $123,544-62.8% | $135,375-66.1% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,426 | $5,151-72.3% | $4,628-69.2% | $4,779-70.2% |
| Participant deferral / active EE | $5,705 | $6,799-16.1% | $6,426-11.2% | $5,609+1.7% |
| Admin fee / account holder | $2,358 | $10,916-78.4% | $9,284-74.6% | $10,827-78.2% |