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 3-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 | $49,579 | $84,695-41.5% | $73,843-32.9% | $125,391-60.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.63% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,681 | $3,123-46.2% | $2,787-39.7% | $4,866-65.5% |
| Participant deferral / active EE | $7,483 | $3,992+87.4% | $3,583+108.8% | $5,352+39.8% |
| Admin fee / account holder | $17,147 | $5,691+201.3% | $4,880+251.4% | $9,540+79.7% |