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 | $39,490 | $44,850-11.9% | $60,547-34.8% | $59,632-33.8% |
| Participation rate | 78.6% | 59.5%+19.1pp | 68.0%+10.6pp | 68.7%+9.9pp |
| Annual return | -1.94% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,064 | $1,462-27.2% | $2,419-56.0% | $2,203-51.7% |
| Participant deferral / active EE | $2,228 | $2,230-0.1% | $3,328-33.1% | $3,192-30.2% |
| Admin fee / account holder | $836 | $3,635-77.0% | $4,536-81.6% | $4,297-80.5% |