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 | $25,693 | $45,152-43.1% | $73,843-65.2% | $59,632-56.9% |
| Participation rate | 81.5% | 64.0%+17.5pp | 73.4%+8.0pp | 68.7%+12.8pp |
| Annual return | -1.74% | 27.40%-29.1pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,512 | $1,902-20.5% | $2,787-45.8% | $2,203-31.4% |
| Participant deferral / active EE | $2,031 | $2,574-21.1% | $3,583-43.3% | $3,192-36.4% |
| Admin fee / account holder | $4,555 | $3,516+29.5% | $4,880-6.7% | $4,297+6.0% |