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 | $7,603 | $37,426-79.7% | $77,482-90.2% | $79,858-90.5% |
| Participation rate | 97.4% | 41.5%+55.9pp | 54.2%+43.3pp | 69.6%+27.8pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,028 | $637+375.7% | $986+207.0% | $2,471+22.6% |
| Participant deferral / active EE | $1,959 | $1,260+55.5% | $1,861+5.3% | $3,740-47.6% |
| Admin fee / account holder | $385 | $2,504-84.6% | $2,858-86.5% | $5,306-92.7% |