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 5-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 | $36,571 | $98,750-63.0% | $149,696-75.6% | $79,858-54.2% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,489 | $3,216+8.5% | $4,644-24.9% | $2,471+41.2% |
| Participant deferral / active EE | $8,636 | $5,680+52.0% | $6,842+26.2% | $3,740+130.9% |
| Admin fee / account holder | $787 | $6,053-87.0% | $9,309-91.5% | $5,306-85.2% |