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 10-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 | $49,182 | $104,106-52.8% | $71,086-30.8% | $135,375-63.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.53% | 1256.30%-1259.8pp | 650.59%-654.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,352 | $1,485+125.7% | $1,088+208.2% | $4,779-29.9% |
| Participant deferral / active EE | $8,633 | $2,527+241.7% | $1,874+360.6% | $5,609+53.9% |
| Admin fee / account holder | $14,587 | $4,142+252.2% | $3,082+373.2% | $10,827+34.7% |