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 7-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 | $40,753 | $65,365-37.7% | $92,893-56.1% | $72,985-44.2% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,927 | $2,594+12.8% | $3,653-19.9% | $2,440+20.0% |
| Participant deferral / active EE | $5,180 | $3,128+65.6% | $4,236+22.3% | $3,607+43.6% |
| Admin fee / account holder | $478 | $4,251-88.8% | $5,794-91.8% | $5,124-90.7% |