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 | $41,127 | $65,409-37.1% | $98,442-58.2% | $85,850-52.1% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.7pp | 69.3%+23.7pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,328 | $2,168+53.5% | $2,960+12.5% | $2,565+29.8% |
| Participant deferral / active EE | $5,671 | $3,166+79.1% | $4,276+32.6% | $3,952+43.5% |
| Admin fee / account holder | $2,153 | $4,593-53.1% | $5,949-63.8% | $6,260-65.6% |