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 | $40,638 | $85,766-52.6% | $136,294-70.2% | $70,131-42.1% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,685 | $2,966-9.5% | $4,695-42.8% | $2,342+14.6% |
| Participant deferral / active EE | $5,791 | $5,051+14.6% | $6,247-7.3% | $3,332+73.8% |
| Admin fee / account holder | $441 | $5,420-91.9% | $9,243-95.2% | $4,645-90.5% |