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 | $23,684 | $75,828-68.8% | $147,614-84.0% | $59,632-60.3% |
| Participation rate | 97.3% | 71.6%+25.8pp | 84.6%+12.7pp | 68.7%+28.7pp |
| Annual return | -0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,216 | $3,485-65.1% | $5,564-78.2% | $2,203-44.8% |
| Participant deferral / active EE | $1,534 | $3,130-51.0% | $4,895-68.7% | $3,192-51.9% |
| Admin fee / account holder | $898 | $5,985-85.0% | $11,611-92.3% | $4,297-79.1% |