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 | $45,442 | $84,695-46.3% | $73,843-38.5% | $125,391-63.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.54% | 3123.53%-3125.1pp | 2267.84%-2269.4pp | 282.22%-283.8pp |
| Employer contribution / active EE | $8,855 | $3,123+183.5% | $2,787+217.7% | $4,866+82.0% |
| Participant deferral / active EE | $5,964 | $3,992+49.4% | $3,583+66.4% | $5,352+11.4% |
| Admin fee / account holder | $308 | $5,691-94.6% | $4,880-93.7% | $9,540-96.8% |