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 3-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 | $95,934 | $148,534-35.4% | $135,903-29.4% | $139,434-31.2% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,715 | $5,243-48.2% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $7,229 | $8,100-10.8% | $7,758-6.8% | $6,710+7.7% |
| Admin fee / account holder | $5,894 | $12,400-52.5% | $10,762-45.2% | $11,403-48.3% |