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 | $16,839 | $45,152-62.7% | $73,843-77.2% | $59,632-71.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.26% | 27.40%-27.1pp | 2267.84%-2267.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $829 | $1,902-56.4% | $2,787-70.3% | $2,203-62.4% |
| Participant deferral / active EE | $1,183 | $2,574-54.0% | $3,583-67.0% | $3,192-62.9% |
| Admin fee / account holder | $1,544 | $3,516-56.1% | $4,880-68.4% | $4,297-64.1% |