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 | $47,313 | $167,307-71.7% | $143,757-67.1% | $134,475-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.20% | 0.46%+0.7pp | -0.04%+1.2pp | 417.96%-416.8pp |
| Employer contribution / active EE | $6,413 | $5,619+14.1% | $4,951+29.5% | $4,740+35.3% |
| Participant deferral / active EE | $3,230 | $6,446-49.9% | $5,637-42.7% | $6,400-49.5% |
| Admin fee / account holder | $10,747 | $18,088-40.6% | $14,673-26.8% | $11,426-5.9% |