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 | $110,638 | $157,256-29.6% | $141,162-21.6% | $152,861-27.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,598 | $5,261-31.6% | $4,735-24.0% | $4,762-24.5% |
| Participant deferral / active EE | $6,607 | $7,109-7.1% | $6,709-1.5% | $5,850+12.9% |
| Admin fee / account holder | $341 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |