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 7-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 | $32,460 | $85,202-61.9% | $172,739-81.2% | $72,985-55.5% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,474 | $3,324-55.7% | $5,143-71.3% | $2,440-39.6% |
| Participant deferral / active EE | $2,223 | $3,260-31.8% | $5,198-57.2% | $3,607-38.4% |
| Admin fee / account holder | $835 | $5,884-85.8% | $13,954-94.0% | $5,124-83.7% |