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 3-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 | $26,753 | $84,695-68.4% | $73,843-63.8% | $125,391-78.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 3123.53%-3124.9pp | 2267.84%-2269.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,522 | $3,123-51.3% | $2,787-45.4% | $4,866-68.7% |
| Participant deferral / active EE | $3,187 | $3,992-20.2% | $3,583-11.1% | $5,352-40.4% |
| Admin fee / account holder | $1,840 | $5,691-67.7% | $4,880-62.3% | $9,540-80.7% |