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 7-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 | $51,757 | $197,825-73.8% | $155,790-66.8% | $125,391-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.91% | 86.74%-88.6pp | 71.54%-73.4pp | 282.22%-284.1pp |
| Employer contribution / active EE | $4,692 | $4,847-3.2% | $3,836+22.3% | $4,866-3.6% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,061 | $9,545-47.0% | $7,478-32.3% | $9,540-47.0% |