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 | $22,902 | $49,177-53.4% | $79,464-71.2% | $64,186-64.3% |
| Participation rate | 74.6% | 65.0%+9.6pp | 73.3%+1.3pp | 69.6%+5.1pp |
| Annual return | -1.51% | -1.16%-0.4pp | 718.14%-719.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,613 | $2,076+25.9% | $2,800-6.7% | $2,381+9.8% |
| Participant deferral / active EE | $6,577 | $2,821+133.1% | $3,704+77.6% | $3,470+89.6% |
| Admin fee / account holder | $817 | $3,839-78.7% | $5,113-84.0% | $4,888-83.3% |