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 9-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 | $51,953 | $91,037-42.9% | $71,671-27.5% | $147,584-64.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,985 | $3,327-40.3% | $2,460-19.3% | $4,876-59.3% |
| Participant deferral / active EE | $6,403 | $4,498+42.3% | $3,438+86.2% | $5,439+17.7% |
| Admin fee / account holder | $312 | $8,613-96.4% | $5,558-94.4% | $10,885-97.1% |