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 3-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 | $36,434 | $106,515-65.8% | $96,683-62.3% | $139,434-73.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,623 | $4,103-11.7% | $3,737-3.0% | $4,751-23.7% |
| Participant deferral / active EE | $13,729 | $5,454+151.7% | $4,878+181.4% | $6,710+104.6% |
| Admin fee / account holder | $3,732 | $7,877-52.6% | $6,730-44.5% | $11,403-67.3% |