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 | $54,932 | $58,828-6.6% | $77,999-29.6% | $62,891-12.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,562 | $1,672+352.4% | $2,470+206.1% | $2,281+231.5% |
| Participant deferral / active EE | $4,472 | $2,686+66.5% | $3,497+27.9% | $3,203+39.6% |
| Admin fee / account holder | $1,526 | $4,393-65.3% | $5,480-72.1% | $4,296-64.5% |