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 | $29,494 | $56,199-47.5% | $67,652-56.4% | $59,632-50.5% |
| Participation rate | 72.2% | 71.5%+0.8pp | 75.7%-3.4pp | 68.7%+3.6pp |
| Annual return | 1.59% | 18505.31%-18503.7pp | 6625.04%-6623.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $992 | $1,614-38.6% | $2,266-56.2% | $2,203-55.0% |
| Participant deferral / active EE | $1,430 | $2,844-49.7% | $3,560-59.8% | $3,192-55.2% |
| Admin fee / account holder | $15,363 | $3,958+288.1% | $4,821+218.7% | $4,297+257.5% |