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 | $44,900 | $56,199-20.1% | $67,652-33.6% | $59,632-24.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.86% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,066 | $1,614+28.0% | $2,266-8.8% | $2,203-6.2% |
| Participant deferral / active EE | $3,650 | $2,844+28.3% | $3,560+2.5% | $3,192+14.4% |
| Admin fee / account holder | $881 | $3,958-77.7% | $4,821-81.7% | $4,297-79.5% |