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 | $20,801 | $75,828-72.6% | $147,614-85.9% | $59,632-65.1% |
| Participation rate | 80.0% | 71.6%+8.4pp | 84.6%-4.6pp | 68.7%+11.3pp |
| Annual return | -0.59% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,222 | $3,485-7.5% | $5,564-42.1% | $2,203+46.3% |
| Participant deferral / active EE | $2,543 | $3,130-18.8% | $4,895-48.1% | $3,192-20.3% |
| Admin fee / account holder | $1,514 | $5,985-74.7% | $11,611-87.0% | $4,297-64.8% |