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 | $107,633 | $56,199+91.5% | $67,652+59.1% | $59,632+80.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.95% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,235 | $1,614+38.4% | $2,266-1.4% | $2,203+1.5% |
| Participant deferral / active EE | $3,492 | $2,844+22.8% | $3,560-1.9% | $3,192+9.4% |
| Admin fee / account holder | $709 | $3,958-82.1% | $4,821-85.3% | $4,297-83.5% |