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 9-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 | $44,589 | $78,694-43.3% | $67,652-34.1% | $125,391-64.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.35% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $9,918 | $3,044+225.8% | $2,266+337.8% | $4,866+103.8% |
| Participant deferral / active EE | $6,283 | $4,292+46.4% | $3,560+76.5% | $5,352+17.4% |
| Admin fee / account holder | $3,922 | $7,403-47.0% | $4,821-18.6% | $9,540-58.9% |