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 | $44,054 | $64,324-31.5% | $118,925-63.0% | $79,858-44.8% |
| Participation rate | 72.7% | 64.9%+7.9pp | 75.4%-2.7pp | 69.6%+3.1pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,363 | $1,836+28.7% | $3,263-27.6% | $2,471-4.3% |
| Participant deferral / active EE | $5,320 | $2,824+88.4% | $4,265+24.7% | $3,740+42.2% |
| Admin fee / account holder | $4,029 | $4,040-0.3% | $6,581-38.8% | $5,306-24.1% |