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 | $18,029 | $124,185-85.5% | $108,410-83.4% | $167,490-89.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,264 | $4,187+1.9% | $3,558+19.8% | $4,837-11.8% |
| Participant deferral / active EE | $7,106 | $6,908+2.9% | $6,563+8.3% | $6,341+12.1% |
| Admin fee / account holder | $1,584 | $9,455-83.2% | $7,295-78.3% | $12,309-87.1% |