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 | $80,357 | $95,971-16.3% | $74,550+7.8% | $135,375-40.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,638 | $2,716-2.9% | $1,961+34.5% | $4,779-44.8% |
| Participant deferral / active EE | $7,101 | $3,843+84.8% | $3,108+128.5% | $5,609+26.6% |
| Admin fee / account holder | $1,090 | $6,522-83.3% | $5,060-78.5% | $10,827-89.9% |