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 | $60,445 | $110,257-45.2% | $96,544-37.4% | $139,434-56.6% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,123 | $3,620-13.7% | $2,965+5.3% | $4,751-34.3% |
| Participant deferral / active EE | $6,610 | $5,548+19.1% | $4,851+36.3% | $6,710-1.5% |
| Admin fee / account holder | $5,645 | $11,591-51.3% | $8,252-31.6% | $11,403-50.5% |