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 | $64,661 | $64,348+0.5% | $90,160-28.3% | $70,131-7.8% |
| Participation rate | 95.9% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,309 | $2,046+61.8% | $3,318-0.3% | $2,342+41.3% |
| Participant deferral / active EE | $3,081 | $4,389-29.8% | $5,288-41.7% | $3,332-7.5% |
| Admin fee / account holder | $902 | $3,944-77.1% | $5,943-84.8% | $4,645-80.6% |