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 4-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 | $35,331 | $167,484-78.9% | $151,611-76.7% | $134,475-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,369 | $6,829-21.4% | $6,166-12.9% | $4,740+13.3% |
| Participant deferral / active EE | $9,043 | $8,986+0.6% | $8,363+8.1% | $6,400+41.3% |
| Admin fee / account holder | $3,140 | $13,783-77.2% | $11,616-73.0% | $11,426-72.5% |