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 9-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 | $45,444 | $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 | -2.08% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $4,236 | $3,123+35.6% | $2,787+52.0% | $4,866-13.0% |
| Participant deferral / active EE | $7,069 | $3,992+77.0% | $3,583+97.3% | $5,352+32.1% |
| Admin fee / account holder | $1,238 | $5,691-78.2% | $4,880-74.6% | $9,540-87.0% |