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 | $83,667 | $107,334-22.0% | $92,893-9.9% | $152,861-45.3% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,545 | $4,221-63.4% | $3,653-57.7% | $4,762-67.6% |
| Participant deferral / active EE | $4,622 | $4,845-4.6% | $4,236+9.1% | $5,850-21.0% |
| Admin fee / account holder | $518 | $7,079-92.7% | $5,794-91.1% | $11,596-95.5% |