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 4-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 | $82,540 | $159,602-48.3% | $150,045-45.0% | $142,382-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,019 | $4,961-79.5% | $4,693-78.3% | $4,299-76.3% |
| Participant deferral / active EE | $3,011 | $8,310-63.8% | $7,997-62.3% | $6,507-53.7% |
| Admin fee / account holder | $79,713 | $14,846+436.9% | $13,435+493.3% | $12,624+531.5% |