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 | $21,774 | $75,828-71.3% | $147,614-85.2% | $59,632-63.5% |
| Participation rate | 73.5% | 71.6%+1.9pp | 84.6%-11.1pp | 68.7%+4.8pp |
| Annual return | -2.57% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,811 | $3,485-48.0% | $5,564-67.5% | $2,203-17.8% |
| Participant deferral / active EE | $2,578 | $3,130-17.6% | $4,895-47.3% | $3,192-19.2% |
| Admin fee / account holder | $483 | $5,985-91.9% | $11,611-95.8% | $4,297-88.8% |