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 5-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 | $24,895 | $48,274-48.4% | $63,517-60.8% | $59,632-58.3% |
| Participation rate | 78.3% | 66.3%+11.9pp | 71.0%+7.2pp | 68.7%+9.6pp |
| Annual return | -2.21% | -240.79%+238.6pp | -70.30%+68.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,159 | $1,586-26.9% | $2,322-50.1% | $2,203-47.4% |
| Participant deferral / active EE | $3,050 | $2,343+30.2% | $2,953+3.3% | $3,192-4.4% |
| Admin fee / account holder | $1,639 | $3,600-54.5% | $5,892-72.2% | $4,297-61.8% |