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 7-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 | $27,334 | $77,813-64.9% | $123,544-77.9% | $64,186-57.4% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,872 | $3,014-4.7% | $4,628-37.9% | $2,381+20.6% |
| Participant deferral / active EE | $5,702 | $5,240+8.8% | $6,426-11.3% | $3,470+64.4% |
| Admin fee / account holder | $6,692 | $5,519+21.3% | $9,284-27.9% | $4,888+36.9% |