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 | $21,588 | $85,202-74.7% | $172,739-87.5% | $72,985-70.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,412 | $3,324+2.6% | $5,143-33.7% | $2,440+39.8% |
| Participant deferral / active EE | $3,182 | $3,260-2.4% | $5,198-38.8% | $3,607-11.8% |
| Admin fee / account holder | $413 | $5,884-93.0% | $13,954-97.0% | $5,124-91.9% |