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 | $94,237 | $82,630+14.0% | $64,105+47.0% | $125,391-24.8% |
| 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 | $2,690 | $2,671+0.7% | $1,820+47.8% | $4,866-44.7% |
| Participant deferral / active EE | $5,400 | $3,608+49.6% | $2,822+91.4% | $5,352+0.9% |
| Admin fee / account holder | $376 | $6,382-94.1% | $4,499-91.6% | $9,540-96.1% |