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 | $47,291 | $109,359-56.8% | $162,163-70.8% | $72,985-35.2% |
| Participation rate | 91.9% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.4pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,267 | $3,907-42.0% | $5,614-59.6% | $2,440-7.1% |
| Participant deferral / active EE | $9,373 | $5,481+71.0% | $7,298+28.4% | $3,607+159.8% |
| Admin fee / account holder | $6,122 | $7,972-23.2% | $10,843-43.5% | $5,124+19.5% |