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 | $114,054 | $138,065-17.4% | $123,544-7.7% | $135,375-15.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,849 | $5,151-64.1% | $4,628-60.1% | $4,779-61.3% |
| Participant deferral / active EE | $5,000 | $6,799-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $19,728 | $10,916+80.7% | $9,284+112.5% | $10,827+82.2% |