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 3-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 | $72,269 | $190,805-62.1% | $159,960-54.8% | $134,475-46.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,900 | $4,995-41.9% | $4,226-31.4% | $4,740-38.8% |
| Participant deferral / active EE | $4,202 | $6,923-39.3% | $6,182-32.0% | $6,400-34.3% |
| Admin fee / account holder | $434 | $10,471-95.9% | $8,698-95.0% | $11,426-96.2% |