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 | $157,825 | $84,695+86.3% | $73,843+113.7% | $125,391+25.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.88% | 3123.53%-3126.4pp | 2267.84%-2270.7pp | 282.22%-285.1pp |
| Employer contribution / active EE | $33,900 | $3,123+985.4% | $2,787+1116.2% | $4,866+596.7% |
| Participant deferral / active EE | $11,800 | $3,992+195.6% | $3,583+229.3% | $5,352+120.5% |
| Admin fee / account holder | $3,153 | $5,691-44.6% | $4,880-35.4% | $9,540-67.0% |