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 | $30,361 | $84,695-64.2% | $73,843-58.9% | $125,391-75.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.61% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $9,547 | $3,123+205.7% | $2,787+242.5% | $4,866+96.2% |
| Participant deferral / active EE | $13,174 | $3,992+230.0% | $3,583+267.7% | $5,352+146.2% |
| Admin fee / account holder | $38,169 | $5,691+570.7% | $4,880+682.1% | $9,540+300.1% |