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 | $45,529 | $56,199-19.0% | $67,652-32.7% | $59,632-23.6% |
| Participation rate | 95.1% | 71.5%+23.6pp | 75.7%+19.4pp | 68.7%+26.4pp |
| Annual return | -0.98% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,020 | $1,614+25.1% | $2,266-10.8% | $2,203-8.3% |
| Participant deferral / active EE | $3,467 | $2,844+21.9% | $3,560-2.6% | $3,192+8.6% |
| Admin fee / account holder | $5,316 | $3,958+34.3% | $4,821+10.3% | $4,297+23.7% |