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 | $40,241 | $56,199-28.4% | $67,652-40.5% | $59,632-32.5% |
| Participation rate | 84.0% | 71.5%+12.5pp | 75.7%+8.3pp | 68.7%+15.3pp |
| Annual return | -1.37% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,061 | $1,614-34.3% | $2,266-53.2% | $2,203-51.8% |
| Participant deferral / active EE | $2,460 | $2,844-13.5% | $3,560-30.9% | $3,192-22.9% |
| Admin fee / account holder | $2,278 | $3,958-42.4% | $4,821-52.7% | $4,297-47.0% |