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 | $41,649 | $89,355-53.4% | $141,162-70.5% | $72,985-42.9% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,084 | $3,114-1.0% | $4,735-34.9% | $2,440+26.4% |
| Participant deferral / active EE | $6,198 | $5,418+14.4% | $6,709-7.6% | $3,607+71.8% |
| Admin fee / account holder | $396 | $5,958-93.4% | $10,261-96.1% | $5,124-92.3% |