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 5-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 | $77,370 | $92,703-16.5% | $82,719-6.5% | $134,475-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.30% | 944.92%-944.6pp | 701.18%-700.9pp | 417.96%-417.7pp |
| Employer contribution / active EE | $15,083 | $3,274+360.7% | $3,009+401.3% | $4,740+218.2% |
| Participant deferral / active EE | $22,667 | $4,802+372.0% | $4,395+415.7% | $6,400+254.2% |
| Admin fee / account holder | $361 | $5,983-94.0% | $5,329-93.2% | $11,426-96.8% |