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 | $92,081 | $82,630+11.4% | $64,105+43.6% | $125,391-26.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.75% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,068 | $2,671-22.6% | $1,820+13.6% | $4,866-57.5% |
| Participant deferral / active EE | $4,088 | $3,608+13.3% | $2,822+44.9% | $5,352-23.6% |
| Admin fee / account holder | $967 | $6,382-84.8% | $4,499-78.5% | $9,540-89.9% |