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 9-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 | $48,984 | $63,346-22.7% | $92,233-46.9% | $70,131-30.2% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,064 | $2,471+24.0% | $3,679-16.7% | $2,342+30.8% |
| Participant deferral / active EE | $3,147 | $2,854+10.3% | $3,897-19.2% | $3,332-5.5% |
| Admin fee / account holder | $648 | $3,840-83.1% | $5,194-87.5% | $4,645-86.0% |