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 3-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 | $48,792 | $148,534-67.2% | $135,903-64.1% | $139,434-65.0% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,197 | $5,243-58.1% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $6,134 | $8,100-24.3% | $7,758-20.9% | $6,710-8.6% |
| Admin fee / account holder | $1,031 | $12,400-91.7% | $10,762-90.4% | $11,403-91.0% |