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 6-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 | $58,612 | $65,365-10.3% | $92,893-36.9% | $72,985-19.7% |
| Participation rate | 70.2% | 68.3%+1.9pp | 76.0%-5.8pp | 69.5%+0.7pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,963 | $2,594-24.3% | $3,653-46.3% | $2,440-19.6% |
| Participant deferral / active EE | $4,424 | $3,128+41.4% | $4,236+4.4% | $3,607+22.6% |
| Admin fee / account holder | $4,443 | $4,251+4.5% | $5,794-23.3% | $5,124-13.3% |