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 | $40,029 | $72,177-44.5% | $115,037-65.2% | $59,632-32.9% |
| Participation rate | 75.9% | 72.6%+3.3pp | 81.4%-5.5pp | 68.7%+7.2pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,253 | $2,841+14.5% | $4,608-29.4% | $2,203+47.7% |
| Participant deferral / active EE | $9,004 | $4,783+88.3% | $6,026+49.4% | $3,192+182.1% |
| Admin fee / account holder | $2,937 | $4,927-40.4% | $8,175-64.1% | $4,297-31.6% |