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 | $32,434 | $75,828-57.2% | $147,614-78.0% | $59,632-45.6% |
| Participation rate | 86.1% | 71.6%+14.5pp | 84.6%+1.5pp | 68.7%+17.4pp |
| Annual return | -1.85% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $800 | $3,485-77.0% | $5,564-85.6% | $2,203-63.7% |
| Participant deferral / active EE | $1,870 | $3,130-40.3% | $4,895-61.8% | $3,192-41.4% |
| Admin fee / account holder | $4,095 | $5,985-31.6% | $11,611-64.7% | $4,297-4.7% |