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 4-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 | $64,879 | $86,286-24.8% | $111,297-41.7% | $85,850-24.4% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,053 | $2,043-48.5% | $2,731-61.5% | $2,565-59.0% |
| Participant deferral / active EE | $2,616 | $3,641-28.1% | $4,487-41.7% | $3,952-33.8% |
| Admin fee / account holder | $3,403 | $8,188-58.4% | $7,964-57.3% | $6,260-45.6% |