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 5-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 | $61,951 | $209,411-70.4% | $178,490-65.3% | $158,922-61.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,322 | $5,706+28.3% | $5,011+46.1% | $4,761+53.8% |
| Participant deferral / active EE | $7,936 | $5,954+33.3% | $5,202+52.6% | $5,982+32.7% |
| Admin fee / account holder | $2,446 | $17,074-85.7% | $13,984-82.5% | $11,246-78.3% |