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 4-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 | $18,332 | $133,958-86.3% | $112,228-83.7% | $134,475-86.4% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,012 | $4,038-0.6% | $3,635+10.4% | $4,740-15.3% |
| Participant deferral / active EE | $2,991 | $5,291-43.5% | $4,728-36.7% | $6,400-53.3% |
| Admin fee / account holder | $1,796 | $7,489-76.0% | $6,410-72.0% | $11,426-84.3% |