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 | $15,750 | $45,152-65.1% | $73,843-78.7% | $59,632-73.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.61% | 27.40%-29.0pp | 2267.84%-2269.4pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $568 | $1,902-70.1% | $2,787-79.6% | $2,203-74.2% |
| Participant deferral / active EE | $2,655 | $2,574+3.2% | $3,583-25.9% | $3,192-16.8% |
| Admin fee / account holder | $401 | $3,516-88.6% | $4,880-91.8% | $4,297-90.7% |