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 7-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 | $26,480 | $75,828-65.1% | $147,614-82.1% | $59,632-55.6% |
| Participation rate | 73.2% | 71.6%+1.6pp | 84.6%-11.5pp | 68.7%+4.5pp |
| Annual return | -0.08% | 0.37%-0.4pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,135 | $3,485-67.4% | $5,564-79.6% | $2,203-48.5% |
| Participant deferral / active EE | $1,567 | $3,130-49.9% | $4,895-68.0% | $3,192-50.9% |
| Admin fee / account holder | $9,463 | $5,985+58.1% | $11,611-18.5% | $4,297+120.2% |