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 | $12,493 | $45,152-72.3% | $73,843-83.1% | $59,632-79.0% |
| Participation rate | 83.0% | 64.0%+18.9pp | 73.4%+9.5pp | 68.7%+14.3pp |
| Annual return | -1.82% | 27.40%-29.2pp | 2267.84%-2269.7pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $687 | $1,902-63.9% | $2,787-75.4% | $2,203-68.8% |
| Participant deferral / active EE | $1,966 | $2,574-23.6% | $3,583-45.1% | $3,192-38.4% |
| Admin fee / account holder | $2,567 | $3,516-27.0% | $4,880-47.4% | $4,297-40.3% |