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 | $100,772 | $57,828+74.3% | $117,039-13.9% | $70,131+43.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,946 | $1,816+62.2% | $3,785-22.2% | $2,342+25.8% |
| Participant deferral / active EE | $4,715 | $2,438+93.4% | $3,929+20.0% | $3,332+41.5% |
| Admin fee / account holder | $1,373 | $3,548-61.3% | $5,974-77.0% | $4,645-70.4% |