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 | $51,555 | $84,695-39.1% | $73,843-30.2% | $125,391-58.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.00% | 3123.53%-3125.5pp | 2267.84%-2269.8pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,754 | $3,123-11.8% | $2,787-1.2% | $4,866-43.4% |
| Participant deferral / active EE | $5,303 | $3,992+32.8% | $3,583+48.0% | $5,352-0.9% |
| Admin fee / account holder | $447 | $5,691-92.2% | $4,880-90.8% | $9,540-95.3% |