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 6-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 | $19,163 | $118,849-83.9% | $96,562-80.2% | $167,490-88.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,430 | $3,120-22.1% | $2,356+3.1% | $4,837-49.8% |
| Participant deferral / active EE | $6,245 | $4,616+35.3% | $3,849+62.3% | $6,341-1.5% |
| Admin fee / account holder | $398 | $8,065-95.1% | $6,181-93.6% | $12,309-96.8% |