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 | $27,130 | $176,662-84.6% | $130,648-79.2% | $152,861-82.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,802 | $5,742+18.5% | $4,092+66.2% | $4,762+42.8% |
| Participant deferral / active EE | $9,984 | $4,361+128.9% | $3,603+177.1% | $5,850+70.7% |
| Admin fee / account holder | $536 | $7,133-92.5% | $5,464-90.2% | $11,596-95.4% |