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 | $89,378 | $72,177+23.8% | $115,037-22.3% | $59,632+49.9% |
| Participation rate | 98.5% | 72.6%+26.0pp | 81.4%+17.2pp | 68.7%+29.9pp |
| Annual return | 0.07% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $6,051 | $2,841+113.0% | $4,608+31.3% | $2,203+174.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,149 | $4,927+45.1% | $8,175-12.6% | $4,297+66.4% |