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 | $55,248 | $95,862-42.4% | $79,550-30.5% | $134,475-58.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,170 | $3,128-30.6% | $2,413-10.1% | $4,740-54.2% |
| Participant deferral / active EE | $6,137 | $4,693+30.8% | $3,985+54.0% | $6,400-4.1% |
| Admin fee / account holder | $1,112 | $9,126-87.8% | $6,832-83.7% | $11,426-90.3% |