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 5-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 | $36,471 | $124,319-70.7% | $111,297-67.2% | $167,490-78.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,770 | $3,435+9.7% | $2,731+38.1% | $4,837-22.1% |
| Participant deferral / active EE | $9,917 | $5,180+91.4% | $4,487+121.0% | $6,341+56.4% |
| Admin fee / account holder | $4,053 | $10,618-61.8% | $7,964-49.1% | $12,309-67.1% |