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 | $26,770 | $45,152-40.7% | $73,843-63.7% | $59,632-55.1% |
| Participation rate | 81.5% | 64.0%+17.5pp | 73.4%+8.0pp | 68.7%+12.8pp |
| Annual return | 0.05% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,469 | $2,574-42.9% | $3,583-59.0% | $3,192-54.0% |
| Admin fee / account holder | $16,839 | $3,516+378.9% | $4,880+245.1% | $4,297+291.9% |