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 | $70,456 | $84,695-16.8% | $73,843-4.6% | $125,391-43.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.12% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $10,292 | $3,123+229.5% | $2,787+269.2% | $4,866+111.5% |
| Participant deferral / active EE | $6,585 | $3,992+64.9% | $3,583+83.8% | $5,352+23.0% |
| Admin fee / account holder | $3,240 | $5,691-43.1% | $4,880-33.6% | $9,540-66.0% |