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 | $46,582 | $56,199-17.1% | $67,652-31.1% | $59,632-21.9% |
| Participation rate | 90.0% | 71.5%+18.5pp | 75.7%+14.3pp | 68.7%+21.3pp |
| Annual return | -1.43% | 18505.31%-18506.7pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,400 | $1,614-13.3% | $2,266-38.2% | $2,203-36.5% |
| Participant deferral / active EE | $4,323 | $2,844+52.0% | $3,560+21.4% | $3,192+35.5% |
| Admin fee / account holder | $9,831 | $3,958+148.4% | $4,821+103.9% | $4,297+128.8% |