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 4-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 | $24,318 | $100,754-75.9% | $86,677-71.9% | $134,475-81.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,220 | $3,489+49.6% | $2,836+84.0% | $4,740+10.1% |
| Participant deferral / active EE | $20,500 | $5,338+284.0% | $4,656+340.3% | $6,400+220.3% |
| Admin fee / account holder | $640 | $10,926-94.1% | $7,493-91.5% | $11,426-94.4% |