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 6-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 | $62,551 | $226,064-72.3% | $182,532-65.7% | $152,861-59.1% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,604 | $4,978-67.8% | $4,076-60.6% | $4,762-66.3% |
| Participant deferral / active EE | $4,464 | $6,368-29.9% | $5,524-19.2% | $5,850-23.7% |
| Admin fee / account holder | $543 | $10,703-94.9% | $8,592-93.7% | $11,596-95.3% |