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 8-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 | $18,778 | $107,934-82.6% | $91,989-79.6% | $152,861-87.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,302 | $4,210-45.3% | $3,452-33.3% | $4,762-51.7% |
| Participant deferral / active EE | $7,938 | $6,364+24.7% | $5,923+34.0% | $5,850+35.7% |
| Admin fee / account holder | $2,985 | $10,520-71.6% | $7,743-61.4% | $11,596-74.3% |