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 | $52,078 | $135,952-61.7% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,125 | $5,170-39.6% | $4,617-32.3% | $4,869-35.8% |
| Participant deferral / active EE | $7,797 | $6,343+22.9% | $5,984+30.3% | $5,287+47.5% |
| Admin fee / account holder | $702 | $9,817-92.8% | $8,357-91.6% | $10,132-93.1% |