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 | $24,449 | $45,152-45.9% | $73,843-66.9% | $59,632-59.0% |
| Participation rate | 93.9% | 64.0%+29.9pp | 73.4%+20.5pp | 68.7%+25.3pp |
| Annual return | -0.27% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,330 | $1,902+22.5% | $2,787-16.4% | $2,203+5.8% |
| Participant deferral / active EE | $2,403 | $2,574-6.6% | $3,583-32.9% | $3,192-24.7% |
| Admin fee / account holder | $1,681 | $3,516-52.2% | $4,880-65.6% | $4,297-60.9% |