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 | $90,835 | $82,630+9.9% | $64,105+41.7% | $125,391-27.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $463 | $2,671-82.7% | $1,820-74.6% | $4,866-90.5% |
| Participant deferral / active EE | $5,394 | $3,608+49.5% | $2,822+91.2% | $5,352+0.8% |
| Admin fee / account holder | $4,406 | $6,382-31.0% | $4,499-2.1% | $9,540-53.8% |