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 | $100,567 | $232,540-56.8% | $185,117-45.7% | $147,584-31.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,394 | $5,195-73.2% | $4,182-66.7% | $4,876-71.4% |
| Participant deferral / active EE | $4,935 | $5,834-15.4% | $5,045-2.2% | $5,439-9.3% |
| Admin fee / account holder | $2,205 | $10,275-78.5% | $8,159-73.0% | $10,885-79.7% |