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 4-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 | $141,347 | $167,484-15.6% | $151,611-6.8% | $134,475+5.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,438 | $6,829-64.3% | $6,166-60.5% | $4,740-48.6% |
| Participant deferral / active EE | $9,139 | $8,986+1.7% | $8,363+9.3% | $6,400+42.8% |
| Admin fee / account holder | $7,677 | $13,783-44.3% | $11,616-33.9% | $11,426-32.8% |