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 | $109,430 | $133,958-18.3% | $112,228-2.5% | $134,475-18.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,787 | $4,038+18.6% | $3,635+31.7% | $4,740+1.0% |
| Participant deferral / active EE | $19,200 | $5,291+262.9% | $4,728+306.1% | $6,400+200.0% |
| Admin fee / account holder | $484 | $7,489-93.5% | $6,410-92.5% | $11,426-95.8% |