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 | $39,634 | $112,881-64.9% | $90,951-56.4% | $158,922-75.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,447 | $2,893-50.0% | $2,122-31.8% | $4,761-69.6% |
| Participant deferral / active EE | $34,000 | $4,128+723.7% | $3,373+908.0% | $5,982+468.4% |
| Admin fee / account holder | $412 | $8,041-94.9% | $5,959-93.1% | $11,246-96.3% |