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 | $94,777 | $56,199+68.6% | $67,652+40.1% | $59,632+58.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.27% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,035 | $1,614+88.0% | $2,266+34.0% | $2,203+37.8% |
| Participant deferral / active EE | $1,682 | $2,844-40.9% | $3,560-52.8% | $3,192-47.3% |
| Admin fee / account holder | $2,066 | $3,958-47.8% | $4,821-57.1% | $4,297-51.9% |