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 6-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 | $39,689 | $34,308+15.7% | $74,701-46.9% | $72,985-45.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,776 | $692+445.9% | $1,084+248.4% | $2,440+54.8% |
| Participant deferral / active EE | $6,106 | $1,271+380.3% | $1,964+210.9% | $3,607+69.3% |
| Admin fee / account holder | $381 | $2,124-82.1% | $3,333-88.6% | $5,124-92.6% |