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 | $9,467 | $109,817-91.4% | $98,442-90.4% | $167,490-94.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,659 | $3,224+13.5% | $2,960+23.6% | $4,837-24.4% |
| Participant deferral / active EE | $6,962 | $4,673+49.0% | $4,276+62.8% | $6,341+9.8% |
| Admin fee / account holder | $1,519 | $6,753-77.5% | $5,949-74.5% | $12,309-87.7% |