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 | $35,464 | $56,199-36.9% | $67,652-47.6% | $59,632-40.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.44% | 18505.31%-18505.7pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,303 | $1,614-19.3% | $2,266-42.5% | $2,203-40.9% |
| Participant deferral / active EE | $3,814 | $2,844+34.1% | $3,560+7.2% | $3,192+19.5% |
| Admin fee / account holder | $8,458 | $3,958+113.7% | $4,821+75.5% | $4,297+96.8% |