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 3-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 | $58,074 | $95,862-39.4% | $79,550-27.0% | $134,475-56.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3425.13% | -2.69%+3427.8pp | 0.16%+3425.0pp | 417.96%+3007.2pp |
| Employer contribution / active EE | $1,557 | $3,128-50.2% | $2,413-35.5% | $4,740-67.1% |
| Participant deferral / active EE | $2,101 | $4,693-55.2% | $3,985-47.3% | $6,400-67.2% |
| Admin fee / account holder | $512 | $9,126-94.4% | $6,832-92.5% | $11,426-95.5% |