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 | $56,812 | $103,376-45.0% | $87,100-34.8% | $152,861-62.8% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,541 | $3,220-52.1% | $2,521-38.9% | $4,762-67.6% |
| Participant deferral / active EE | $4,842 | $4,778+1.3% | $4,049+19.6% | $5,850-17.2% |
| Admin fee / account holder | $491 | $12,205-96.0% | $7,497-93.5% | $11,596-95.8% |