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 | $51,268 | $107,934-52.5% | $91,989-44.3% | $152,861-66.5% |
| Participation rate | 92.9% | 81.2%+11.7pp | 78.6%+14.2pp | 82.4%+10.4pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,879 | $4,210-55.4% | $3,452-45.6% | $4,762-60.5% |
| Participant deferral / active EE | $5,186 | $6,364-18.5% | $5,923-12.4% | $5,850-11.4% |
| Admin fee / account holder | $793 | $10,520-92.5% | $7,743-89.8% | $11,596-93.2% |