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 | $17,139 | $45,152-62.0% | $73,843-76.8% | $59,632-71.3% |
| Participation rate | 72.0% | 64.0%+8.0pp | 73.4%-1.4pp | 68.7%+3.3pp |
| Annual return | -0.93% | 27.40%-28.3pp | 2267.84%-2268.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,209 | $2,574-14.2% | $3,583-38.4% | $3,192-30.8% |
| Admin fee / account holder | $917 | $3,516-73.9% | $4,880-81.2% | $4,297-78.7% |