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 | $25,968 | $75,828-65.8% | $147,614-82.4% | $59,632-56.5% |
| Participation rate | 71.6% | 71.6%+0.1pp | 84.6%-13.0pp | 68.7%+3.0pp |
| Annual return | -1.04% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,087 | $3,485-40.1% | $5,564-62.5% | $2,203-5.2% |
| Participant deferral / active EE | $5,053 | $3,130+61.4% | $4,895+3.2% | $3,192+58.3% |
| Admin fee / account holder | $1,250 | $5,985-79.1% | $11,611-89.2% | $4,297-70.9% |