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 5-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 | $56,337 | $176,056-68.0% | $159,436-64.7% | $167,490-66.4% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,346 | $5,297+0.9% | $4,829+10.7% | $4,837+10.5% |
| Participant deferral / active EE | $9,478 | $7,750+22.3% | $7,352+28.9% | $6,341+49.5% |
| Admin fee / account holder | $431 | $12,554-96.6% | $10,799-96.0% | $12,309-96.5% |