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 | $44,679 | $77,634-42.4% | $156,549-71.5% | $62,891-29.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,623 | $3,444+5.2% | $5,501-34.1% | $2,281+58.9% |
| Participant deferral / active EE | $1,900 | $3,045-37.6% | $4,871-61.0% | $3,203-40.7% |
| Admin fee / account holder | $1,050 | $5,561-81.1% | $13,027-91.9% | $4,296-75.6% |