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 | $43,514 | $56,199-22.6% | $67,652-35.7% | $59,632-27.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.23% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $5,512 | $1,614+241.4% | $2,266+143.3% | $2,203+150.2% |
| Participant deferral / active EE | $3,809 | $2,844+33.9% | $3,560+7.0% | $3,192+19.3% |
| Admin fee / account holder | $7,976 | $3,958+101.5% | $4,821+65.4% | $4,297+85.6% |