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 | $71,928 | $97,757-26.4% | $83,848-14.2% | $135,375-46.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,064 | $4,222-3.7% | $3,631+11.9% | $4,779-15.0% |
| Participant deferral / active EE | $7,425 | $4,682+58.6% | $4,082+81.9% | $5,609+32.4% |
| Admin fee / account holder | $14,579 | $6,674+118.4% | $5,478+166.1% | $10,827+34.7% |