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 | $24,640 | $39,798-38.1% | $67,711-63.6% | $59,632-58.7% |
| Participation rate | 85.4% | 57.4%+28.0pp | 67.5%+17.8pp | 68.7%+16.7pp |
| Annual return | 0.56% | 89.94%-89.4pp | 25.41%-24.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $945 | $1,393-32.2% | $2,559-63.1% | $2,203-57.1% |
| Participant deferral / active EE | $1,778 | $2,335-23.8% | $3,585-50.4% | $3,192-44.3% |
| Admin fee / account holder | $1,388 | $3,212-56.8% | $4,255-67.4% | $4,297-67.7% |