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 | $17,000 | $48,274-64.8% | $63,517-73.2% | $59,632-71.5% |
| Participation rate | 70.4% | 66.3%+4.1pp | 71.0%-0.6pp | 68.7%+1.8pp |
| Annual return | 0.67% | -240.79%+241.5pp | -70.30%+71.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,849 | $1,586+79.6% | $2,322+22.7% | $2,203+29.3% |
| Participant deferral / active EE | $3,384 | $2,343+44.5% | $2,953+14.6% | $3,192+6.0% |
| Admin fee / account holder | $8,349 | $3,600+131.9% | $5,892+41.7% | $4,297+94.3% |