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 | $21,613 | $74,888-71.1% | $71,209-69.6% | $142,382-84.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $784 | $2,854-72.6% | $2,721-71.2% | $4,299-81.8% |
| Participant deferral / active EE | $18,985 | $4,454+326.2% | $4,175+354.7% | $6,507+191.8% |
| Admin fee / account holder | $308 | $5,568-94.5% | $5,349-94.2% | $12,624-97.6% |