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 | $50,538 | $56,199-10.1% | $67,652-25.3% | $59,632-15.3% |
| Participation rate | 93.5% | 71.5%+22.0pp | 75.7%+17.8pp | 68.7%+24.8pp |
| Annual return | -0.41% | 18505.31%-18505.7pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,429 | $1,614+174.3% | $2,266+95.5% | $2,203+101.1% |
| Participant deferral / active EE | $2,626 | $2,844-7.7% | $3,560-26.2% | $3,192-17.7% |
| Admin fee / account holder | $5,087 | $3,958+28.5% | $4,821+5.5% | $4,297+18.4% |