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 | $48,994 | $56,199-12.8% | $67,652-27.6% | $59,632-17.8% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | -0.61% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,939 | $1,614+20.1% | $2,266-14.4% | $2,203-11.9% |
| Participant deferral / active EE | $3,848 | $2,844+35.3% | $3,560+8.1% | $3,192+20.6% |
| Admin fee / account holder | $11,799 | $3,958+198.1% | $4,821+144.7% | $4,297+174.6% |