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 | $44,484 | $45,152-1.5% | $73,843-39.8% | $59,632-25.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.44% | 27.40%-28.8pp | 2267.84%-2269.3pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,143 | $1,902-39.9% | $2,787-59.0% | $2,203-48.1% |
| Participant deferral / active EE | $3,501 | $2,574+36.0% | $3,583-2.3% | $3,192+9.7% |
| Admin fee / account holder | $1,056 | $3,516-70.0% | $4,880-78.4% | $4,297-75.4% |