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 | $19,093 | $39,798-52.0% | $67,711-71.8% | $59,632-68.0% |
| Participation rate | 84.7% | 57.4%+27.4pp | 67.5%+17.2pp | 68.7%+16.1pp |
| Annual return | -0.85% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,777 | $1,393+27.6% | $2,559-30.6% | $2,203-19.3% |
| Participant deferral / active EE | $3,436 | $2,335+47.2% | $3,585-4.2% | $3,192+7.7% |
| Admin fee / account holder | $4,478 | $3,212+39.4% | $4,255+5.3% | $4,297+4.2% |