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 | $19,689 | $95,193-79.3% | $76,523-74.3% | $135,375-85.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -0.74% | 4.85%-5.6pp | -0.27%-0.5pp | 519.73%-520.5pp |
| Employer contribution / active EE | $1,615 | $3,302-51.1% | $2,647-39.0% | $4,779-66.2% |
| Participant deferral / active EE | $2,030 | $4,639-56.3% | $3,835-47.1% | $5,609-63.8% |
| Admin fee / account holder | $17,914 | $6,249+186.7% | $4,848+269.5% | $10,827+65.5% |