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 | $65,867 | $78,694-16.3% | $67,652-2.6% | $125,391-47.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.09% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $5,054 | $3,044+66.1% | $2,266+123.1% | $4,866+3.9% |
| Participant deferral / active EE | $4,303 | $4,292+0.3% | $3,560+20.9% | $5,352-19.6% |
| Admin fee / account holder | $4,941 | $7,403-33.3% | $4,821+2.5% | $9,540-48.2% |