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 | $52,018 | $84,695-38.6% | $73,843-29.6% | $125,391-58.5% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.16% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,015 | $3,123-3.5% | $2,787+8.2% | $4,866-38.0% |
| Participant deferral / active EE | $6,156 | $3,992+54.2% | $3,583+71.8% | $5,352+15.0% |
| Admin fee / account holder | $44,032 | $5,691+673.7% | $4,880+802.3% | $9,540+361.5% |