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 5-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 | $9,751 | $109,817-91.1% | $98,442-90.1% | $167,490-94.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,626 | $3,224-18.6% | $2,960-11.3% | $4,837-45.7% |
| Participant deferral / active EE | $4,988 | $4,673+6.7% | $4,276+16.6% | $6,341-21.3% |
| Admin fee / account holder | $313 | $6,753-95.4% | $5,949-94.7% | $12,309-97.5% |