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 7-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 | $24,115 | $75,828-68.2% | $147,614-83.7% | $59,632-59.6% |
| Participation rate | 97.6% | 71.6%+26.1pp | 84.6%+13.0pp | 68.7%+28.9pp |
| Annual return | 2.71% | 0.37%+2.3pp | 61.98%-59.3pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $610 | $3,485-82.5% | $5,564-89.0% | $2,203-72.3% |
| Participant deferral / active EE | $2,268 | $3,130-27.6% | $4,895-53.7% | $3,192-29.0% |
| Admin fee / account holder | $1,184 | $5,985-80.2% | $11,611-89.8% | $4,297-72.4% |