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 | $48,931 | $157,256-68.9% | $141,162-65.3% | $152,861-68.0% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,212 | $5,261-57.9% | $4,735-53.3% | $4,762-53.5% |
| Participant deferral / active EE | $3,351 | $7,109-52.9% | $6,709-50.0% | $5,850-42.7% |
| Admin fee / account holder | $338 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |