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 | $17,044 | $75,828-77.5% | $147,614-88.5% | $59,632-71.4% |
| Participation rate | 73.1% | 71.6%+1.5pp | 84.6%-11.5pp | 68.7%+4.4pp |
| Annual return | -2.60% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,001 | $3,485-71.3% | $5,564-82.0% | $2,203-54.5% |
| Participant deferral / active EE | $1,236 | $3,130-60.5% | $4,895-74.7% | $3,192-61.3% |
| Admin fee / account holder | $4,405 | $5,985-26.4% | $11,611-62.1% | $4,297+2.5% |