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 | $49,213 | $107,334-54.1% | $92,893-47.0% | $152,861-67.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,127 | $4,221-25.9% | $3,653-14.4% | $4,762-34.3% |
| Participant deferral / active EE | $8,839 | $4,845+82.4% | $4,236+108.7% | $5,850+51.1% |
| Admin fee / account holder | $7,492 | $7,079+5.8% | $5,794+29.3% | $11,596-35.4% |