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 | $71,759 | $82,630-13.2% | $64,105+11.9% | $125,391-42.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.55% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,402 | $2,671-47.5% | $1,820-23.0% | $4,866-71.2% |
| Participant deferral / active EE | $2,328 | $3,608-35.5% | $2,822-17.5% | $5,352-56.5% |
| Admin fee / account holder | $3,011 | $6,382-52.8% | $4,499-33.1% | $9,540-68.4% |