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 | $25,132 | $56,199-55.3% | $67,652-62.9% | $59,632-57.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.84% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,481 | $1,614-8.2% | $2,266-34.6% | $2,203-32.7% |
| Participant deferral / active EE | $3,396 | $2,844+19.4% | $3,560-4.6% | $3,192+6.4% |
| Admin fee / account holder | $1,421 | $3,958-64.1% | $4,821-70.5% | $4,297-66.9% |