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 | $28,177 | $56,199-49.9% | $67,652-58.4% | $59,632-52.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.08% | 18505.31%-18507.4pp | 6625.04%-6627.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,884 | $1,614+16.7% | $2,266-16.9% | $2,203-14.5% |
| Participant deferral / active EE | $2,637 | $2,844-7.3% | $3,560-25.9% | $3,192-17.4% |
| Admin fee / account holder | $1,412 | $3,958-64.3% | $4,821-70.7% | $4,297-67.1% |