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 | $40,572 | $57,354-29.3% | $83,848-51.6% | $64,186-36.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.72% | 11.38%-10.7pp | 850.88%-850.2pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,232 | $2,545-12.3% | $3,631-38.5% | $2,381-6.2% |
| Participant deferral / active EE | $3,187 | $2,993+6.5% | $4,082-21.9% | $3,470-8.1% |
| Admin fee / account holder | $8,189 | $4,046+102.4% | $5,478+49.5% | $4,888+67.5% |