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 | $51,107 | $98,750-48.2% | $149,696-65.9% | $79,858-36.0% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,547 | $3,216-51.9% | $4,644-66.7% | $2,471-37.4% |
| Participant deferral / active EE | $3,058 | $5,680-46.2% | $6,842-55.3% | $3,740-18.2% |
| Admin fee / account holder | $6,139 | $6,053+1.4% | $9,309-34.0% | $5,306+15.7% |