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 | $21,875 | $39,798-45.0% | $67,711-67.7% | $59,632-63.3% |
| Participation rate | 88.2% | 57.4%+30.9pp | 67.5%+20.7pp | 68.7%+19.6pp |
| Annual return | -0.78% | 89.94%-90.7pp | 25.41%-26.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,678 | $1,393+20.5% | $2,559-34.4% | $2,203-23.8% |
| Participant deferral / active EE | $2,174 | $2,335-6.9% | $3,585-39.4% | $3,192-31.9% |
| Admin fee / account holder | $1,841 | $3,212-42.7% | $4,255-56.7% | $4,297-57.2% |