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 3-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 | $19,308 | $138,044-86.0% | $125,339-84.6% | $134,475-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,964 | $5,243-5.3% | $4,814+3.1% | $4,740+4.7% |
| Participant deferral / active EE | $18,635 | $7,799+139.0% | $7,446+150.3% | $6,400+191.2% |
| Admin fee / account holder | $1,157 | $11,571-90.0% | $10,010-88.4% | $11,426-89.9% |