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 | $107,465 | $156,846-31.5% | $121,098-11.3% | $139,434-22.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $27,894 | $5,536+403.9% | $4,164+569.9% | $4,751+487.1% |
| Participant deferral / active EE | $25,250 | $4,844+421.2% | $4,080+518.9% | $6,710+276.3% |
| Admin fee / account holder | $572 | $6,946-91.8% | $5,644-89.9% | $11,403-95.0% |