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 | $44,525 | $56,199-20.8% | $67,652-34.2% | $59,632-25.3% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | 0.15% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,894 | $2,844+1.8% | $3,560-18.7% | $3,192-9.3% |
| Admin fee / account holder | $1,643 | $3,958-58.5% | $4,821-65.9% | $4,297-61.8% |