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 | $35,142 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,954 | $3,537+11.8% | $4,856-18.6% | $2,670+48.1% |
| Participant deferral / active EE | $5,527 | $6,404-13.7% | $7,758-28.8% | $4,125+34.0% |
| Admin fee / account holder | $1,508 | $6,975-78.4% | $10,762-86.0% | $5,651-73.3% |