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 | $49,167 | $107,334-54.2% | $92,893-47.1% | $152,861-67.8% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,858 | $4,221-32.3% | $3,653-21.8% | $4,762-40.0% |
| Participant deferral / active EE | $7,838 | $4,845+61.8% | $4,236+85.0% | $5,850+34.0% |
| Admin fee / account holder | $584 | $7,079-91.8% | $5,794-89.9% | $11,596-95.0% |