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 | $37,517 | $94,529-60.3% | $140,016-73.2% | $64,186-41.5% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -0.65% | 7.77%-8.4pp | 651.12%-651.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,460 | $3,812-35.5% | $5,606-56.1% | $2,381+3.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,862 | $6,741-72.4% | $10,705-82.6% | $4,888-61.9% |