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 | $77,432 | $97,757-20.8% | $83,848-7.7% | $135,375-42.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,208 | $4,222-47.7% | $3,631-39.2% | $4,779-53.8% |
| Participant deferral / active EE | $6,592 | $4,682+40.8% | $4,082+61.5% | $5,609+17.5% |
| Admin fee / account holder | $432 | $6,674-93.5% | $5,478-92.1% | $10,827-96.0% |