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 8-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 | $137,265 | $198,466-30.8% | $170,442-19.5% | $147,584-7.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,605 | $6,184-41.7% | $5,433-33.6% | $4,876-26.1% |
| Participant deferral / active EE | $2,238 | $5,629-60.2% | $4,939-54.7% | $5,439-58.8% |
| Admin fee / account holder | $2,915 | $16,852-82.7% | $13,880-79.0% | $10,885-73.2% |