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 | $35,240 | $56,199-37.3% | $67,652-47.9% | $59,632-40.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.87% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,980 | $1,614+84.6% | $2,266+31.5% | $2,203+35.3% |
| Participant deferral / active EE | $4,046 | $2,844+42.3% | $3,560+13.7% | $3,192+26.8% |
| Admin fee / account holder | $692 | $3,958-82.5% | $4,821-85.6% | $4,297-83.9% |