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 | $36,472 | $127,264-71.3% | $109,895-66.8% | $167,490-78.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,063 | $3,322-37.9% | $2,842-27.4% | $4,837-57.4% |
| Participant deferral / active EE | $52,305 | $4,514+1058.7% | $4,048+1192.2% | $6,341+724.8% |
| Admin fee / account holder | $890 | $7,114-87.5% | $6,066-85.3% | $12,309-92.8% |