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 6-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 | $35,643 | $110,809-67.8% | $86,874-59.0% | $167,490-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,921 | $3,244+51.7% | $2,495+97.2% | $4,837+1.7% |
| Participant deferral / active EE | $43,462 | $4,546+856.1% | $3,699+1074.9% | $6,341+585.4% |
| Admin fee / account holder | $343 | $8,415-95.9% | $5,828-94.1% | $12,309-97.2% |