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 | $12,590 | $45,152-72.1% | $73,843-83.0% | $59,632-78.9% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.3pp |
| Annual return | -1.32% | 27.40%-28.7pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $698 | $1,902-63.3% | $2,787-75.0% | $2,203-68.3% |
| Participant deferral / active EE | $972 | $2,574-62.2% | $3,583-72.9% | $3,192-69.5% |
| Admin fee / account holder | $403 | $3,516-88.5% | $4,880-91.7% | $4,297-90.6% |