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 | $28,485 | $82,630-65.5% | $64,105-55.6% | $125,391-77.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.89% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,125 | $2,671+17.0% | $1,820+71.7% | $4,866-35.8% |
| Participant deferral / active EE | $1,300 | $3,608-64.0% | $2,822-53.9% | $5,352-75.7% |
| Admin fee / account holder | $714 | $6,382-88.8% | $4,499-84.1% | $9,540-92.5% |