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 | $22,052 | $56,199-60.8% | $67,652-67.4% | $59,632-63.0% |
| Participation rate | 80.6% | 71.5%+9.2pp | 75.7%+5.0pp | 68.7%+12.0pp |
| Annual return | -1.86% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,044 | $1,614-35.3% | $2,266-53.9% | $2,203-52.6% |
| Participant deferral / active EE | $1,226 | $2,844-56.9% | $3,560-65.5% | $3,192-61.6% |
| Admin fee / account holder | $735 | $3,958-81.4% | $4,821-84.8% | $4,297-82.9% |