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 4-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 | $13,608 | $133,958-89.8% | $112,228-87.9% | $134,475-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,847 | $4,038+20.0% | $3,635+33.3% | $4,740+2.3% |
| Participant deferral / active EE | $9,202 | $5,291+73.9% | $4,728+94.6% | $6,400+43.8% |
| Admin fee / account holder | $354 | $7,489-95.3% | $6,410-94.5% | $11,426-96.9% |