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 | $60,391 | $56,199+7.5% | $67,652-10.7% | $59,632+1.3% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -1.24% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $4,487 | $1,614+177.9% | $2,266+98.0% | $2,203+103.7% |
| Participant deferral / active EE | $2,160 | $2,844-24.1% | $3,560-39.3% | $3,192-32.3% |
| Admin fee / account holder | $5,121 | $3,958+29.4% | $4,821+6.2% | $4,297+19.2% |