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 4-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 | $94,365 | $167,484-43.7% | $151,611-37.8% | $134,475-29.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,335 | $6,829-51.2% | $6,166-45.9% | $4,740-29.6% |
| Participant deferral / active EE | $7,703 | $8,986-14.3% | $8,363-7.9% | $6,400+20.4% |
| Admin fee / account holder | $1,604 | $13,783-88.4% | $11,616-86.2% | $11,426-86.0% |