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 | $76,170 | $85,202-10.6% | $172,739-55.9% | $72,985+4.4% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,976 | $3,324-10.5% | $5,143-42.1% | $2,440+22.0% |
| Participant deferral / active EE | $3,896 | $3,260+19.5% | $5,198-25.0% | $3,607+8.0% |
| Admin fee / account holder | $2,721 | $5,884-53.8% | $13,954-80.5% | $5,124-46.9% |