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 | $17,537 | $57,354-69.4% | $83,848-79.1% | $64,186-72.7% |
| Participation rate | 86.3% | 68.6%+17.7pp | 76.1%+10.1pp | 69.6%+16.7pp |
| Annual return | -1.23% | 11.38%-12.6pp | 850.88%-852.1pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,075 | $2,993+203.2% | $4,082+122.3% | $3,470+161.6% |
| Admin fee / account holder | $1,889 | $4,046-53.3% | $5,478-65.5% | $4,888-61.4% |