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 | $46,238 | $82,630-44.0% | $64,105-27.9% | $125,391-63.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.13% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,226 | $2,671-54.1% | $1,820-32.6% | $4,866-74.8% |
| Participant deferral / active EE | $2,185 | $3,608-39.5% | $2,822-22.6% | $5,352-59.2% |
| Admin fee / account holder | $612 | $6,382-90.4% | $4,499-86.4% | $9,540-93.6% |