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 | $114,663 | $76,000+50.9% | $154,107-25.6% | $64,186+78.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,685 | $3,351-19.9% | $5,298-49.3% | $2,381+12.8% |
| Participant deferral / active EE | $4,819 | $3,175+51.8% | $5,081-5.2% | $3,470+38.9% |
| Admin fee / account holder | $910 | $5,596-83.7% | $13,411-93.2% | $4,888-81.4% |