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 8-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 | $66,628 | $69,518-4.2% | $59,878+11.3% | $135,375-50.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,326 | $3,235+95.6% | $2,722+132.4% | $4,779+32.4% |
| Participant deferral / active EE | $7,821 | $4,206+86.0% | $3,402+129.9% | $5,609+39.4% |
| Admin fee / account holder | $1,300 | $5,734-77.3% | $3,590-63.8% | $10,827-88.0% |