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 | $31,718 | $56,199-43.6% | $67,652-53.1% | $59,632-46.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.44% | 18505.31%-18506.7pp | 6625.04%-6626.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,570 | $1,614-2.8% | $2,266-30.7% | $2,203-28.7% |
| Participant deferral / active EE | $2,451 | $2,844-13.8% | $3,560-31.1% | $3,192-23.2% |
| Admin fee / account holder | $402 | $3,958-89.9% | $4,821-91.7% | $4,297-90.7% |