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 | $138,082 | $176,056-21.6% | $159,436-13.4% | $167,490-17.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $22,562 | $5,297+325.9% | $4,829+367.2% | $4,837+366.4% |
| Participant deferral / active EE | $11,204 | $7,750+44.6% | $7,352+52.4% | $6,341+76.7% |
| Admin fee / account holder | $648 | $12,554-94.8% | $10,799-94.0% | $12,309-94.7% |