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 | $45,948 | $48,274-4.8% | $63,517-27.7% | $59,632-22.9% |
| Participation rate | 88.2% | 66.3%+21.9pp | 71.0%+17.2pp | 68.7%+19.6pp |
| Annual return | -1.50% | -240.79%+239.3pp | -70.30%+68.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,285 | $1,586+44.0% | $2,322-1.6% | $2,203+3.7% |
| Participant deferral / active EE | $3,305 | $2,343+41.1% | $2,953+11.9% | $3,192+3.6% |
| Admin fee / account holder | $1,830 | $3,600-49.2% | $5,892-68.9% | $4,297-57.4% |