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 | $96,881 | $123,793-21.7% | $177,821-45.5% | $79,858+21.3% |
| Participation rate | 76.7% | 84.7%-8.0pp | 87.7%-11.1pp | 69.6%+7.0pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,141 | $4,095-23.3% | $5,918-46.9% | $2,471+27.1% |
| Participant deferral / active EE | $4,987 | $5,956-16.3% | $7,714-35.3% | $3,740+33.3% |
| Admin fee / account holder | $62,012 | $7,243+756.2% | $12,427+399.0% | $5,306+1068.7% |