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 | $91,192 | $56,199+62.3% | $67,652+34.8% | $59,632+52.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.37% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,399 | $1,614-13.3% | $2,266-38.2% | $2,203-36.5% |
| Participant deferral / active EE | $2,740 | $2,844-3.6% | $3,560-23.0% | $3,192-14.1% |
| Admin fee / account holder | $6,272 | $3,958+58.4% | $4,821+30.1% | $4,297+46.0% |