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 | $25,841 | $48,274-46.5% | $63,517-59.3% | $59,632-56.7% |
| Participation rate | 90.4% | 66.3%+24.0pp | 71.0%+19.3pp | 68.7%+21.7pp |
| Annual return | 0.60% | -240.79%+241.4pp | -70.30%+70.9pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,718 | $1,586+8.3% | $2,322-26.0% | $2,203-22.0% |
| Participant deferral / active EE | $2,353 | $2,343+0.4% | $2,953-20.3% | $3,192-26.3% |
| Admin fee / account holder | $360 | $3,600-90.0% | $5,892-93.9% | $4,297-91.6% |