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 | $33,813 | $48,274-30.0% | $63,517-46.8% | $59,632-43.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.68% | -240.79%+239.1pp | -70.30%+68.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,629 | $1,586+128.8% | $2,322+56.3% | $2,203+64.8% |
| Participant deferral / active EE | $3,644 | $2,343+55.6% | $2,953+23.4% | $3,192+14.2% |
| Admin fee / account holder | $8,945 | $3,600+148.5% | $5,892+51.8% | $4,297+108.2% |