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 | $62,729 | $56,199+11.6% | $67,652-7.3% | $59,632+5.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.52% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,531 | $1,614+56.8% | $2,266+11.7% | $2,203+14.9% |
| Participant deferral / active EE | $3,222 | $2,844+13.3% | $3,560-9.5% | $3,192+0.9% |
| Admin fee / account holder | $1,106 | $3,958-72.1% | $4,821-77.1% | $4,297-74.3% |