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 | $29,946 | $159,602-81.2% | $150,045-80.0% | $142,382-79.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,627 | $4,961-67.2% | $4,693-65.3% | $4,299-62.2% |
| Participant deferral / active EE | $4,655 | $8,310-44.0% | $7,997-41.8% | $6,507-28.5% |
| Admin fee / account holder | $531 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |