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 8-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 | $22,335 | $88,751-74.8% | $81,812-72.7% | $145,922-84.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,643 | $3,083+18.1% | $2,912+25.1% | $4,660-21.8% |
| Participant deferral / active EE | $4,241 | $4,643-8.7% | $4,319-1.8% | $6,688-36.6% |
| Admin fee / account holder | $8,488 | $8,415+0.9% | $7,386+14.9% | $13,397-36.6% |