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 | $19,920 | $84,695-76.5% | $73,843-73.0% | $125,391-84.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.06% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,107 | $3,123+95.5% | $2,787+119.1% | $4,866+25.5% |
| Participant deferral / active EE | $1,303 | $3,992-67.4% | $3,583-63.6% | $5,352-75.7% |
| Admin fee / account holder | $894 | $5,691-84.3% | $4,880-81.7% | $9,540-90.6% |