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 | $39,033 | $56,199-30.5% | $67,652-42.3% | $59,632-34.5% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | -1.18% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $957 | $1,614-40.7% | $2,266-57.8% | $2,203-56.6% |
| Participant deferral / active EE | $3,049 | $2,844+7.2% | $3,560-14.4% | $3,192-4.5% |
| Admin fee / account holder | $697 | $3,958-82.4% | $4,821-85.5% | $4,297-83.8% |