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 9-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 | $23,366 | $135,952-82.8% | $123,892-81.1% | $273,961-91.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,151 | $5,170+77.0% | $4,617+98.2% | $4,869+88.0% |
| Participant deferral / active EE | $6,049 | $6,343-4.6% | $5,984+1.1% | $5,287+14.4% |
| Admin fee / account holder | $476 | $9,817-95.1% | $8,357-94.3% | $10,132-95.3% |