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 | $29,518 | $110,502-73.3% | $80,716-63.4% | $167,490-82.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,288 | $1,543+307.6% | $1,160+442.0% | $4,837+30.0% |
| Participant deferral / active EE | $6,705 | $2,871+133.6% | $2,146+212.5% | $6,341+5.7% |
| Admin fee / account holder | $324 | $4,545-92.9% | $3,380-90.4% | $12,309-97.4% |