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 9-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 | $55,475 | $78,705-29.5% | $117,854-52.9% | $70,131-20.9% |
| Participation rate | 87.9% | 73.2%+14.7pp | 79.7%+8.2pp | 69.5%+18.3pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,874 | $2,223-15.7% | $3,786-50.5% | $2,342-20.0% |
| Participant deferral / active EE | $2,848 | $3,297-13.6% | $4,482-36.4% | $3,332-14.5% |
| Admin fee / account holder | $459 | $5,065-90.9% | $8,020-94.3% | $4,645-90.1% |