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 | $58,964 | $165,335-64.3% | $149,696-60.6% | $158,922-62.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $5,393 | $5,103+5.7% | $4,644+16.1% | $4,761+13.3% |
| Participant deferral / active EE | $8,779 | $7,181+22.3% | $6,842+28.3% | $5,982+46.8% |
| Admin fee / account holder | $407 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |