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 | $28,040 | $105,126-73.3% | $94,646-70.4% | $139,434-79.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,854 | $4,106-6.1% | $3,672+5.0% | $4,751-18.9% |
| Participant deferral / active EE | $7,555 | $7,599-0.6% | $7,418+1.9% | $6,710+12.6% |
| Admin fee / account holder | $1,320 | $8,984-85.3% | $7,231-81.7% | $11,403-88.4% |