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 | $22,862 | $84,695-73.0% | $73,843-69.0% | $125,391-81.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.51% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,282 | $3,123-59.0% | $2,787-54.0% | $4,866-73.7% |
| Participant deferral / active EE | $3,173 | $3,992-20.5% | $3,583-11.4% | $5,352-40.7% |
| Admin fee / account holder | $1,225 | $5,691-78.5% | $4,880-74.9% | $9,540-87.2% |