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 | $109,823 | $57,065+92.5% | $75,670+45.1% | $70,131+56.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $599 | $1,817-67.0% | $2,352-74.5% | $2,342-74.4% |
| Participant deferral / active EE | $5,994 | $2,580+132.4% | $3,142+90.8% | $3,332+79.9% |
| Admin fee / account holder | $2,374 | $3,825-37.9% | $5,800-59.1% | $4,645-48.9% |