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 | $39,348 | $115,770-66.0% | $101,248-61.1% | $158,922-75.2% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,293 | $4,175-45.1% | $3,660-37.3% | $4,761-51.8% |
| Participant deferral / active EE | $3,778 | $4,957-23.8% | $4,370-13.6% | $5,982-36.8% |
| Admin fee / account holder | $842 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |