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 | $55,162 | $148,534-62.9% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,933 | $5,243-5.9% | $4,856+1.6% | $4,751+3.8% |
| Participant deferral / active EE | $5,176 | $8,100-36.1% | $7,758-33.3% | $6,710-22.9% |
| Admin fee / account holder | $4,760 | $12,400-61.6% | $10,762-55.8% | $11,403-58.3% |