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 | $69,554 | $100,041-30.5% | $149,718-53.5% | $70,131-0.8% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.1%-5.0pp | 69.5%+12.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,451 | $3,662-5.8% | $5,445-36.6% | $2,342+47.3% |
| Participant deferral / active EE | $5,260 | $4,983+5.6% | $6,569-19.9% | $3,332+57.9% |
| Admin fee / account holder | $29,218 | $8,286+252.6% | $11,283+159.0% | $4,645+529.0% |