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 6-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 | $59,563 | $197,591-69.9% | $177,821-66.5% | $158,922-62.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,051 | $6,697-69.4% | $5,918-65.3% | $4,761-56.9% |
| Participant deferral / active EE | $3,373 | $8,405-59.9% | $7,714-56.3% | $5,982-43.6% |
| Admin fee / account holder | $10,940 | $15,399-29.0% | $12,427-12.0% | $11,246-2.7% |