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 | $56,450 | $84,695-33.3% | $73,843-23.6% | $125,391-55.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.37% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $5,831 | $3,123+86.7% | $2,787+109.2% | $4,866+19.8% |
| Participant deferral / active EE | $9,677 | $3,992+142.4% | $3,583+170.1% | $5,352+80.8% |
| Admin fee / account holder | $5,433 | $5,691-4.5% | $4,880+11.3% | $9,540-43.1% |