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 | $25,262 | $45,566-44.6% | $64,105-60.6% | $59,632-57.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.54% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,785 | $934+91.1% | $1,820-1.9% | $2,203-19.0% |
| Participant deferral / active EE | $2,287 | $2,057+11.2% | $2,822-18.9% | $3,192-28.3% |
| Admin fee / account holder | $2,024 | $3,268-38.1% | $4,499-55.0% | $4,297-52.9% |