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 | $29,440 | $97,757-69.9% | $83,848-64.9% | $135,375-78.3% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $732 | $4,222-82.7% | $3,631-79.8% | $4,779-84.7% |
| Participant deferral / active EE | $3,062 | $4,682-34.6% | $4,082-25.0% | $5,609-45.4% |
| Admin fee / account holder | $4,662 | $6,674-30.1% | $5,478-14.9% | $10,827-56.9% |