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 | $53,670 | $45,152+18.9% | $73,843-27.3% | $59,632-10.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.99% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,635 | $1,902+91.2% | $2,787+30.4% | $2,203+65.0% |
| Participant deferral / active EE | $3,178 | $2,574+23.5% | $3,583-11.3% | $3,192-0.4% |
| Admin fee / account holder | $3,137 | $3,516-10.8% | $4,880-35.7% | $4,297-27.0% |