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 6-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 | $42,194 | $100,852-58.2% | $90,404-53.3% | $158,922-73.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $5,202 | $3,689+41.0% | $3,262+59.5% | $4,761+9.3% |
| Participant deferral / active EE | $8,250 | $4,348+89.7% | $3,963+108.2% | $5,982+37.9% |
| Admin fee / account holder | $746 | $6,501-88.5% | $5,611-86.7% | $11,246-93.4% |