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 | $21,976 | $118,849-81.5% | $96,562-77.2% | $167,490-86.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,822 | $3,120+118.7% | $2,356+189.5% | $4,837+41.0% |
| Participant deferral / active EE | $10,774 | $4,616+133.4% | $3,849+179.9% | $6,341+69.9% |
| Admin fee / account holder | $487 | $8,065-94.0% | $6,181-92.1% | $12,309-96.0% |