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 8-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 | $117,632 | $138,065-14.8% | $123,544-4.8% | $135,375-13.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,443 | $5,151-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $8,675 | $6,799+27.6% | $6,426+35.0% | $5,609+54.7% |
| Admin fee / account holder | $1,419 | $10,916-87.0% | $9,284-84.7% | $10,827-86.9% |