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 | $17,472 | $107,015-83.7% | $73,545-76.2% | $147,584-88.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,280 | $1,760+29.6% | $1,219+87.1% | $4,876-53.2% |
| Participant deferral / active EE | $5,068 | $2,462+105.9% | $1,806+180.6% | $5,439-6.8% |
| Admin fee / account holder | $391 | $3,055-87.2% | $2,320-83.1% | $10,885-96.4% |