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 | $111,112 | $93,024+19.4% | $77,024+44.3% | $134,475-17.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,867 | $3,418+71.7% | $2,812+108.6% | $4,740+23.8% |
| Participant deferral / active EE | $14,854 | $5,238+183.6% | $4,426+235.6% | $6,400+132.1% |
| Admin fee / account holder | $473 | $6,944-93.2% | $5,425-91.3% | $11,426-95.9% |