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 5-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 | $33,742 | $89,355-62.2% | $141,162-76.1% | $72,985-53.8% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,106 | $3,114-0.3% | $4,735-34.4% | $2,440+27.3% |
| Participant deferral / active EE | $7,958 | $5,418+46.9% | $6,709+18.6% | $3,607+120.6% |
| Admin fee / account holder | $16,416 | $5,958+175.5% | $10,261+60.0% | $5,124+220.4% |