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 10-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 | $74,298 | $159,901-53.5% | $146,958-49.4% | $145,922-49.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,820 | $5,286-46.6% | $4,933-42.8% | $4,660-39.5% |
| Participant deferral / active EE | $5,804 | $8,428-31.1% | $8,070-28.1% | $6,688-13.2% |
| Admin fee / account holder | $6,990 | $15,044-53.5% | $12,998-46.2% | $13,397-47.8% |