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 7-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 | $65,609 | $226,064-71.0% | $182,532-64.1% | $152,861-57.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,153 | $4,978-56.8% | $4,076-47.2% | $4,762-54.8% |
| Participant deferral / active EE | $8,280 | $6,368+30.0% | $5,524+49.9% | $5,850+41.5% |
| Admin fee / account holder | $4,205 | $10,703-60.7% | $8,592-51.1% | $11,596-63.7% |