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 | $34,660 | $149,734-76.9% | $118,925-70.9% | $158,922-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $21,841 | $4,115+430.7% | $3,263+569.4% | $4,761+358.7% |
| Participant deferral / active EE | $10,265 | $5,223+96.5% | $4,265+140.7% | $5,982+71.6% |
| Admin fee / account holder | $508 | $8,603-94.1% | $6,581-92.3% | $11,246-95.5% |