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 | $103,271 | $82,630+25.0% | $64,105+61.1% | $125,391-17.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.88% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,378 | $2,671-11.0% | $1,820+30.7% | $4,866-51.1% |
| Participant deferral / active EE | $3,901 | $3,608+8.1% | $2,822+38.2% | $5,352-27.1% |
| Admin fee / account holder | $4,759 | $6,382-25.4% | $4,499+5.8% | $9,540-50.1% |