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 7-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 | $20,615 | $84,695-75.7% | $73,843-72.1% | $125,391-83.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -1.21% | 3123.53%-3124.7pp | 2267.84%-2269.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $609 | $3,123-80.5% | $2,787-78.1% | $4,866-87.5% |
| Participant deferral / active EE | $1,427 | $3,992-64.3% | $3,583-60.2% | $5,352-73.3% |
| Admin fee / account holder | $3,273 | $5,691-42.5% | $4,880-32.9% | $9,540-65.7% |