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 | $29,223 | $176,377-83.4% | $134,143-78.2% | $158,922-81.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $21,476 | $5,040+326.1% | $3,704+479.8% | $4,761+351.1% |
| Participant deferral / active EE | $6,658 | $4,091+62.7% | $3,499+90.3% | $5,982+11.3% |
| Admin fee / account holder | $3,372 | $8,718-61.3% | $6,684-49.6% | $11,246-70.0% |