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 | $57,931 | $77,813-25.6% | $123,544-53.1% | $64,186-9.7% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,877 | $3,014-4.5% | $4,628-37.8% | $2,381+20.8% |
| Participant deferral / active EE | $6,373 | $5,240+21.6% | $6,426-0.8% | $3,470+83.7% |
| Admin fee / account holder | $383 | $5,519-93.1% | $9,284-95.9% | $4,888-92.2% |