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 | $23,959 | $56,199-57.4% | $67,652-64.6% | $59,632-59.8% |
| Participation rate | 87.9% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | -2.01% | 18505.31%-18507.3pp | 6625.04%-6627.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,697 | $1,614+5.1% | $2,266-25.1% | $2,203-23.0% |
| Participant deferral / active EE | $1,880 | $2,844-33.9% | $3,560-47.2% | $3,192-41.1% |
| Admin fee / account holder | $829 | $3,958-79.1% | $4,821-82.8% | $4,297-80.7% |