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 | $42,299 | $56,199-24.7% | $67,652-37.5% | $59,632-29.1% |
| Participation rate | 71.0% | 71.5%-0.5pp | 75.7%-4.7pp | 68.7%+2.3pp |
| Annual return | -0.89% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,536 | $1,614-4.8% | $2,266-32.2% | $2,203-30.3% |
| Participant deferral / active EE | $3,082 | $2,844+8.4% | $3,560-13.4% | $3,192-3.4% |
| Admin fee / account holder | $371 | $3,958-90.6% | $4,821-92.3% | $4,297-91.4% |