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 | $18,213 | $75,828-76.0% | $147,614-87.7% | $59,632-69.5% |
| Participation rate | 96.9% | 71.6%+25.3pp | 84.6%+12.3pp | 68.7%+28.2pp |
| Annual return | -1.68% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,406 | $3,485-59.6% | $5,564-74.7% | $2,203-36.2% |
| Participant deferral / active EE | $2,111 | $3,130-32.6% | $4,895-56.9% | $3,192-33.9% |
| Admin fee / account holder | $1,271 | $5,985-78.8% | $11,611-89.1% | $4,297-70.4% |