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 | $143,796 | $89,355+60.9% | $141,162+1.9% | $72,985+97.0% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $713 | $3,114-77.1% | $4,735-84.9% | $2,440-70.8% |
| Participant deferral / active EE | $4,932 | $5,418-9.0% | $6,709-26.5% | $3,607+36.7% |
| Admin fee / account holder | $5,427 | $5,958-8.9% | $10,261-47.1% | $5,124+5.9% |