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 | $57,514 | $94,529-39.2% | $140,016-58.9% | $64,186-10.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,686 | $3,812-3.3% | $5,606-34.2% | $2,381+54.8% |
| Participant deferral / active EE | $6,514 | $5,250+24.1% | $6,927-6.0% | $3,470+87.8% |
| Admin fee / account holder | $756 | $6,741-88.8% | $10,705-92.9% | $4,888-84.5% |