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 | $10,870 | $114,047-90.5% | $96,139-88.7% | $167,490-93.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,733 | $3,427-20.2% | $2,797-2.3% | $4,837-43.5% |
| Participant deferral / active EE | $18,762 | $5,194+261.2% | $4,349+331.4% | $6,341+195.9% |
| Admin fee / account holder | $10,625 | $6,897+54.1% | $5,537+91.9% | $12,309-13.7% |