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 | $88,407 | $84,695+4.4% | $73,843+19.7% | $125,391-29.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.96% | 3123.53%-3124.5pp | 2267.84%-2268.8pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,416 | $3,123-22.6% | $2,787-13.3% | $4,866-50.3% |
| Participant deferral / active EE | $5,200 | $3,992+30.2% | $3,583+45.1% | $5,352-2.8% |
| Admin fee / account holder | $9,183 | $5,691+61.4% | $4,880+88.2% | $9,540-3.7% |