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 | $43,546 | $65,365-33.4% | $92,893-53.1% | $72,985-40.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,044 | $2,594-21.2% | $3,653-44.0% | $2,440-16.2% |
| Participant deferral / active EE | $4,182 | $3,128+33.7% | $4,236-1.3% | $3,607+15.9% |
| Admin fee / account holder | $712 | $4,251-83.2% | $5,794-87.7% | $5,124-86.1% |