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 | $48,449 | $56,199-13.8% | $67,652-28.4% | $59,632-18.8% |
| Participation rate | 76.5% | 71.5%+5.0pp | 75.7%+0.8pp | 68.7%+7.8pp |
| Annual return | -1.60% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $954 | $1,614-40.9% | $2,266-57.9% | $2,203-56.7% |
| Participant deferral / active EE | $2,727 | $2,844-4.1% | $3,560-23.4% | $3,192-14.6% |
| Admin fee / account holder | $1,022 | $3,958-74.2% | $4,821-78.8% | $4,297-76.2% |