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 | $41,985 | $44,850-6.4% | $60,547-30.7% | $59,632-29.6% |
| Participation rate | 80.0% | 59.5%+20.5pp | 68.0%+12.0pp | 68.7%+11.3pp |
| Annual return | -2.81% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,649 | $2,230+63.7% | $3,328+9.7% | $3,192+14.3% |
| Admin fee / account holder | $2,638 | $3,635-27.4% | $4,536-41.9% | $4,297-38.6% |