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 | $50,190 | $82,630-39.3% | $64,105-21.7% | $125,391-60.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,738 | $2,671+2.5% | $1,820+50.4% | $4,866-43.7% |
| Participant deferral / active EE | $4,963 | $3,608+37.5% | $2,822+75.9% | $5,352-7.3% |
| Admin fee / account holder | $351 | $6,382-94.5% | $4,499-92.2% | $9,540-96.3% |