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 7-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 | $7,256 | $88,751-91.8% | $81,812-91.1% | $145,922-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,551 | $3,083+15.2% | $2,912+21.9% | $4,660-23.8% |
| Participant deferral / active EE | $13,956 | $4,643+200.6% | $4,319+223.2% | $6,688+108.7% |
| Admin fee / account holder | $4,253 | $8,415-49.5% | $7,386-42.4% | $13,397-68.3% |