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 | $41,772 | $101,283-58.8% | $75,826-44.9% | $135,375-69.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.63% | 3384.62%-3393.3pp | 1914.15%-1922.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,206 | $2,382-7.4% | $1,913+15.3% | $4,779-53.8% |
| Participant deferral / active EE | $4,052 | $3,469+16.8% | $2,862+41.6% | $5,609-27.8% |
| Admin fee / account holder | $15,813 | $6,539+141.8% | $4,726+234.6% | $10,827+46.0% |