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 | $61,430 | $176,056-65.1% | $159,436-61.5% | $167,490-63.3% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,846 | $5,297-8.5% | $4,829+0.4% | $4,837+0.2% |
| Participant deferral / active EE | $7,341 | $7,750-5.3% | $7,352-0.1% | $6,341+15.8% |
| Admin fee / account holder | $9,634 | $12,554-23.3% | $10,799-10.8% | $12,309-21.7% |