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 | $115,517 | $71,829+60.8% | $69,780+65.5% | $142,382-18.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.3%-79.3pp | 80.1%-80.1pp |
| Annual return | 0.00% | 31.01%-31.0pp | 26.31%-26.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,235 | $7,818-33.0% | $7,285-28.1% | $12,624-58.5% |