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 | $40,844 | $107,791-62.1% | $90,645-54.9% | $135,375-69.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,571 | $3,018-47.9% | $2,532-37.9% | $4,779-67.1% |
| Participant deferral / active EE | $4,668 | $3,872+20.5% | $3,425+36.3% | $5,609-16.8% |
| Admin fee / account holder | $541 | $5,930-90.9% | $4,994-89.2% | $10,827-95.0% |