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 4-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 | $13,168 | $74,888-82.4% | $71,209-81.5% | $142,382-90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $679 | $2,854-76.2% | $2,721-75.1% | $4,299-84.2% |
| Participant deferral / active EE | $679 | $4,454-84.8% | $4,175-83.7% | $6,507-89.6% |
| Admin fee / account holder | $782 | $5,568-85.9% | $5,349-85.4% | $12,624-93.8% |