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 | $34,977 | $56,199-37.8% | $67,652-48.3% | $59,632-41.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.17% | 18505.31%-18504.1pp | 6625.04%-6623.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $923 | $1,614-42.8% | $2,266-59.3% | $2,203-58.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $436 | $3,958-89.0% | $4,821-90.9% | $4,297-89.8% |