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 | $102,967 | $90,320+14.0% | $59,496+73.1% | $125,391-17.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.48% | 369.13%-371.6pp | 182.05%-184.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,902 | $1,792+229.4% | $1,153+411.9% | $4,866+21.3% |
| Participant deferral / active EE | $2,369 | $2,716-12.8% | $1,829+29.5% | $5,352-55.7% |
| Admin fee / account holder | $382 | $3,063-87.5% | $2,232-82.9% | $9,540-96.0% |