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 6-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 | $67,888 | $89,355-24.0% | $141,162-51.9% | $72,985-7.0% |
| Participation rate | 72.0% | 75.1%-3.2pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,557 | $3,114-17.9% | $4,735-46.0% | $2,440+4.8% |
| Participant deferral / active EE | $5,684 | $5,418+4.9% | $6,709-15.3% | $3,607+57.6% |
| Admin fee / account holder | $5,921 | $5,958-0.6% | $10,261-42.3% | $5,124+15.5% |