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 | $25,309 | $90,600-72.1% | $79,464-68.2% | $135,375-81.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,879 | $3,068+91.6% | $2,800+109.9% | $4,779+23.0% |
| Participant deferral / active EE | $15,140 | $4,050+273.8% | $3,704+308.8% | $5,609+169.9% |
| Admin fee / account holder | $5,287 | $5,907-10.5% | $5,113+3.4% | $10,827-51.2% |