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 | $98,465 | $49,177+100.2% | $79,464+23.9% | $64,186+53.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.0pp |
| Annual return | -2.84% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,447 | $2,076+17.9% | $2,800-12.6% | $2,381+2.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,639 | $3,839-31.3% | $5,113-48.4% | $4,888-46.0% |