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 | $16,636 | $44,103-62.3% | $75,826-78.1% | $64,186-74.1% |
| Participation rate | 94.1% | 62.7%+31.4pp | 68.2%+25.9pp | 69.6%+24.5pp |
| Annual return | -4.18% | -4.72%+0.5pp | 1914.15%-1918.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $471 | $1,446-67.4% | $1,913-75.4% | $2,381-80.2% |
| Participant deferral / active EE | $2,321 | $2,204+5.3% | $2,862-18.9% | $3,470-33.1% |
| Admin fee / account holder | $4,061 | $3,506+15.8% | $4,726-14.1% | $4,888-16.9% |