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 | $26,179 | $45,152-42.0% | $73,843-64.5% | $59,632-56.1% |
| Participation rate | 90.2% | 64.0%+26.1pp | 73.4%+16.7pp | 68.7%+21.5pp |
| Annual return | -1.29% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $827 | $1,902-56.5% | $2,787-70.3% | $2,203-62.5% |
| Participant deferral / active EE | $1,372 | $2,574-46.7% | $3,583-61.7% | $3,192-57.0% |
| Admin fee / account holder | $1,303 | $3,516-62.9% | $4,880-73.3% | $4,297-69.7% |