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 | $131,879 | $84,695+55.7% | $73,843+78.6% | $125,391+5.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.69% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $8,042 | $3,123+157.5% | $2,787+188.5% | $4,866+65.3% |
| Participant deferral / active EE | $6,026 | $3,992+50.9% | $3,583+68.2% | $5,352+12.6% |
| Admin fee / account holder | $21,650 | $5,691+280.4% | $4,880+343.6% | $9,540+126.9% |