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 9-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 | $23,568 | $105,998-77.8% | $92,233-74.4% | $147,584-84.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,130 | $4,333-50.8% | $3,679-42.1% | $4,876-56.3% |
| Participant deferral / active EE | $6,159 | $4,478+37.5% | $3,897+58.0% | $5,439+13.2% |
| Admin fee / account holder | $1,016 | $6,332-84.0% | $5,194-80.4% | $10,885-90.7% |