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 | $68,034 | $157,256-56.7% | $141,162-51.8% | $152,861-55.5% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,818 | $5,261-27.4% | $4,735-19.4% | $4,762-19.8% |
| Participant deferral / active EE | $7,435 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $4,433 | $12,120-63.4% | $10,261-56.8% | $11,596-61.8% |