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 | $104,133 | $102,604+1.5% | $86,188+20.8% | $139,434-25.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,504 | $3,032+15.5% | $2,380+47.2% | $4,751-26.2% |
| Participant deferral / active EE | $7,255 | $4,676+55.2% | $3,985+82.1% | $6,710+8.1% |
| Admin fee / account holder | $848 | $8,657-90.2% | $6,852-87.6% | $11,403-92.6% |