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 | $27,277 | $45,152-39.6% | $73,843-63.1% | $59,632-54.3% |
| Participation rate | 73.1% | 64.0%+9.1pp | 73.4%-0.4pp | 68.7%+4.4pp |
| Annual return | -0.15% | 27.40%-27.5pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,054 | $1,902-44.6% | $2,787-62.2% | $2,203-52.2% |
| Participant deferral / active EE | $2,325 | $2,574-9.7% | $3,583-35.1% | $3,192-27.2% |
| Admin fee / account holder | $321 | $3,516-90.9% | $4,880-93.4% | $4,297-92.5% |