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 | $91,037 | $56,199+62.0% | $67,652+34.6% | $59,632+52.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.60% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,026 | $1,614-36.4% | $2,266-54.7% | $2,203-53.4% |
| Participant deferral / active EE | $1,738 | $2,844-38.9% | $3,560-51.2% | $3,192-45.6% |
| Admin fee / account holder | $13,992 | $3,958+253.5% | $4,821+190.2% | $4,297+225.6% |