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 6-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 | $20,284 | $75,828-73.3% | $147,614-86.3% | $59,632-66.0% |
| Participation rate | 71.7% | 71.6%+0.2pp | 84.6%-12.9pp | 68.7%+3.1pp |
| Annual return | -1.33% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $718 | $3,485-79.4% | $5,564-87.1% | $2,203-67.4% |
| Participant deferral / active EE | $2,917 | $3,130-6.8% | $4,895-40.4% | $3,192-8.6% |
| Admin fee / account holder | $2,680 | $5,985-55.2% | $11,611-76.9% | $4,297-37.6% |