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 7-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 | $35,369 | $107,334-67.0% | $92,893-61.9% | $152,861-76.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,378 | $4,221-67.4% | $3,653-62.3% | $4,762-71.1% |
| Participant deferral / active EE | $4,298 | $4,845-11.3% | $4,236+1.5% | $5,850-26.5% |
| Admin fee / account holder | $3,655 | $7,079-48.4% | $5,794-36.9% | $11,596-68.5% |