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 3-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 | $71,837 | $202,432-64.5% | $169,368-57.6% | $139,434-48.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,755 | $4,692-62.6% | $4,013-56.3% | $4,751-63.1% |
| Participant deferral / active EE | $4,305 | $6,938-38.0% | $6,221-30.8% | $6,710-35.8% |
| Admin fee / account holder | $1,256 | $10,708-88.3% | $9,003-86.0% | $11,403-89.0% |