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 | $98,384 | $85,766+14.7% | $136,294-27.8% | $70,131+40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,026 | $2,966+2.0% | $4,695-35.6% | $2,342+29.2% |
| Participant deferral / active EE | $5,054 | $5,0510% | $6,247-19.1% | $3,332+51.7% |
| Admin fee / account holder | $4,871 | $5,420-10.1% | $9,243-47.3% | $4,645+4.9% |