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 | $24,991 | $75,828-67.0% | $147,614-83.1% | $59,632-58.1% |
| Participation rate | 82.8% | 71.6%+11.2pp | 84.6%-1.9pp | 68.7%+14.1pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,586 | $3,485-25.8% | $5,564-53.5% | $2,203+17.4% |
| Participant deferral / active EE | $5,540 | $3,130+77.0% | $4,895+13.2% | $3,192+73.6% |
| Admin fee / account holder | $327 | $5,985-94.5% | $11,611-97.2% | $4,297-92.4% |