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 | $23,656 | $39,798-40.6% | $67,711-65.1% | $59,632-60.3% |
| Participation rate | 81.6% | 57.4%+24.2pp | 67.5%+14.1pp | 68.7%+12.9pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,080 | $1,393+49.4% | $2,559-18.7% | $2,203-5.5% |
| Participant deferral / active EE | $3,730 | $2,335+59.7% | $3,585+4.0% | $3,192+16.9% |
| Admin fee / account holder | $2,589 | $3,212-19.4% | $4,255-39.1% | $4,297-39.7% |