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 6-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 | $78,946 | $115,882-31.9% | $100,516-21.5% | $158,922-50.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,042 | $4,103-74.6% | $3,418-69.5% | $4,761-78.1% |
| Participant deferral / active EE | $2,980 | $6,674-55.4% | $6,270-52.5% | $5,982-50.2% |
| Admin fee / account holder | $515 | $10,995-95.3% | $8,081-93.6% | $11,246-95.4% |