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 | $24,711 | $190,805-87.0% | $159,960-84.6% | $134,475-81.6% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $12,316 | $4,995+146.6% | $4,226+191.5% | $4,740+159.9% |
| Participant deferral / active EE | $10,640 | $6,923+53.7% | $6,182+72.1% | $6,400+66.3% |
| Admin fee / account holder | $485 | $10,471-95.4% | $8,698-94.4% | $11,426-95.8% |