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 8-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 | $62,585 | $135,635-53.9% | $110,238-43.2% | $135,375-53.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,374 | $4,906-51.6% | $3,826-37.9% | $4,779-50.3% |
| Participant deferral / active EE | $5,661 | $5,506+2.8% | $4,672+21.2% | $5,609+0.9% |
| Admin fee / account holder | $40,726 | $11,457+255.5% | $8,547+376.5% | $10,827+276.2% |