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 | $84,977 | $57,354+48.2% | $83,848+1.3% | $64,186+32.4% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,101 | $2,545-17.5% | $3,631-42.1% | $2,381-11.8% |
| Participant deferral / active EE | $7,359 | $2,993+145.9% | $4,082+80.3% | $3,470+112.1% |
| Admin fee / account holder | $914 | $4,046-77.4% | $5,478-83.3% | $4,888-81.3% |