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 8-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 | $25,949 | $84,695-69.4% | $73,843-64.9% | $125,391-79.3% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 0.24% | 3123.53%-3123.3pp | 2267.84%-2267.6pp | 282.22%-282.0pp |
| Employer contribution / active EE | $584 | $3,123-81.3% | $2,787-79.1% | $4,866-88.0% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,805 | $5,691+37.1% | $4,880+59.9% | $9,540-18.2% |