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 | $25,218 | $138,044-81.7% | $125,339-79.9% | $134,475-81.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -1.10% | 750.33%-751.4pp | 572.05%-573.2pp | 417.96%-419.1pp |
| Employer contribution / active EE | $4,054 | $5,243-22.7% | $4,814-15.8% | $4,740-14.5% |
| Participant deferral / active EE | $6,950 | $7,799-10.9% | $7,446-6.7% | $6,400+8.6% |
| Admin fee / account holder | $1,308 | $11,571-88.7% | $10,010-86.9% | $11,426-88.6% |