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 | $25,078 | $84,695-70.4% | $73,843-66.0% | $125,391-80.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.83% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,800 | $3,123-42.4% | $2,787-35.4% | $4,866-63.0% |
| Participant deferral / active EE | $8,746 | $3,992+119.1% | $3,583+144.1% | $5,352+63.4% |
| Admin fee / account holder | $22,231 | $5,691+290.6% | $4,880+355.5% | $9,540+133.0% |