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 | $12,992 | $104,907-87.6% | $84,611-84.6% | $152,861-91.5% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,806 | $3,302-15.0% | $2,652+5.8% | $4,762-41.1% |
| Participant deferral / active EE | $4,837 | $4,688+3.2% | $3,899+24.1% | $5,850-17.3% |
| Admin fee / account holder | $1,542 | $6,241-75.3% | $4,912-68.6% | $11,596-86.7% |